{
  "crd_number": 109133,
  "slug": "jacobs-and-company-charleston-wv-109133",
  "primary_business_name": "JACOBS & COMPANY",
  "legal_name": "JACOBS & COMPANY",
  "dbas": [],
  "city": "Charleston",
  "state": "WV",
  "country": "United States",
  "cbsa_code": "16620",
  "metro": {
    "cbsa_code": "16620",
    "common_name": "Charleston",
    "msa_name": "Charleston, WV",
    "path": "/advisors/wv/charleston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-03-06",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 33431292.0,
  "raum_discretionary": 33431292.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 24833121.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1224644.0,
      "count": 3,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 7373527.0,
      "count": 20
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "OH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109133",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(3)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "CHARLESTON",
  "url": "https://advisorcensus.com/firm/jacobs-and-company-charleston-wv-109133",
  "display_name": "Jacobs & Company",
  "summary": "Jacobs & Company is a state-registered investment advisory firm in Charleston, WV, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Jacobs & Company (CRD 109133): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Jacobs & Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jacobs & Company reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Jacobs & Company located?",
      "a": "Jacobs & Company's principal office is in Charleston, WV, according to its Form ADV."
    },
    {
      "q": "Is Jacobs & Company registered with the SEC or a state?",
      "a": "Jacobs & Company is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 109133."
    },
    {
      "q": "How much does Jacobs & Company manage?",
      "a": "Jacobs & Company reports $33,431,292 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Jacobs & Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (20); high net worth individuals (3); insurance companies (1)."
    },
    {
      "q": "Does Jacobs & Company report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(3) (SEC or CFTC finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109133"
    },
    {
      "q": "What changed in Jacobs & Company's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $29,215,999 to $33,431,292 (+14%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $29,215,999 to $33,431,292 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jacobs-and-company-charleston-wv-109133.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1224644.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 24833121.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 7373527.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109133",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}