# Jacobs & Company

> 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.

- CRD: 109133
- Filed as: JACOBS & COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charleston, WV
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109133
- AdvisorCensus page: https://advisorcensus.com/firm/jacobs-and-company-charleston-wv-109133

## Quick answers

**How is Jacobs & Company compensated?**
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.

**Where is Jacobs & Company located?**
Jacobs & Company's principal office is in Charleston, WV, according to its Form ADV.

**Is Jacobs & Company registered with the SEC or a state?**
Jacobs & Company is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 109133.

**How much does Jacobs & Company manage?**
Jacobs & Company reports $33,431,292 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Jacobs & Company serve?**
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).

**Does Jacobs & Company report any disciplinary disclosures?**
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

**What changed in Jacobs & Company's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $29,215,999 to $33,431,292 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $33,431,292
- Discretionary: $33,431,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $1,224,644 |
| Insurance companies | 1 | $24,833,121 |
| Corporations or other businesses not listed above | 20 | $7,373,527 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(3): 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?
- 11.D(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109133

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $29,215,999 to $33,431,292 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacobs & Company (CRD 109133): Form ADV filing data as of October 2026.