# Jacobs & Company, LLC

> Jacobs & Company, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1976, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 107674
- Filed as: JACOBS & COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107674
- AdvisorCensus page: https://advisorcensus.com/firm/jacobs-and-company-llc-san-francisco-ca-107674

## Quick answers

**How is Jacobs & Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jacobs & Company, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Jacobs & Company, LLC located?**
Jacobs & Company, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Jacobs & Company, LLC registered with the SEC or a state?**
Jacobs & Company, LLC is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 107674.

**How much does Jacobs & Company, LLC manage?**
Jacobs & Company, LLC reports $1,155,091,616 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**How have Jacobs & Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jacobs & Company, LLC: Regulatory assets under management: $894,836,389 in the October 2021 data and $1,155,091,616 in the October 2026 data, up 29%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jacobs & Company, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (227); individuals (other than high net worth individuals) (23); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Jacobs & Company, LLC use?**
Jacobs & Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Jacobs & Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107674

**Does Jacobs & Company, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 22, 2026 says: "Jacobs & Company generally requires clients to place a minimum of $ 2.5 million under management with the Firm. Multiple client accounts may be aggregated to meet this minimum."

**What changed in Jacobs & Company, LLC's recent Form ADV filings?**
In the January 2026 filing data: Registered or notice-filed in AZ. No longer registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Account minimum: $2,500,000

> Jacobs & Company generally requires clients to place a minimum of $ 2.5 million under management with the Firm. Multiple client accounts may be aggregated to meet this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,155,091,616
- Discretionary: $1,155,091,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,235,272 |
| High net worth individuals | 227 | $1,122,526,791 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $24,329,553 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1976 (50 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @jacobsandcoinvestmentadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $894,836,389 | 3 | September 17, 2021 |
| October 2022 | $1,103,878,917 | 4 | June 8, 2022 |
| October 2023 | $868,227,050 | 5 | February 16, 2023 |
| October 2024 | $994,029,654 | 5 | February 13, 2024 |
| October 2025 | $1,097,635,471 | 5 | February 20, 2025 |
| October 2026 | $1,155,091,616 | 5 | August 12, 2026 |

Regulatory assets under management: $894,836,389 in the October 2021 data and $1,155,091,616 in the October 2026 data, up 29%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Registered or notice-filed in AZ.
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacobs & Company, LLC (CRD 107674): Form ADV filing data as of October 2026.