{
  "crd_number": 116085,
  "slug": "jacobsen-capital-management-salt-lake-city-ut-116085",
  "primary_business_name": "JACOBSEN CAPITAL MANAGEMENT",
  "legal_name": "JACOBSEN CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-04-07",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 562862022.0,
  "raum_discretionary": 562862022.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6408533.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15732314.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 540721175.0,
      "count": 72
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://jacobsencapital.com",
    "https://linkedin.com/company/jacobsen-capital-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116085",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085",
  "display_name": "Jacobsen Capital Management",
  "summary": "Jacobsen Capital Management is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Jacobsen Capital Management (CRD 116085): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Jacobsen Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jacobsen Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Jacobsen Capital Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: $500 to $15,000 (financial planning services); Hourly rate: $500 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jacobsen Capital Management located?",
      "a": "Jacobsen Capital Management's principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "Is Jacobsen Capital Management registered with the SEC or a state?",
      "a": "Jacobsen Capital Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 116085."
    },
    {
      "q": "How much does Jacobsen Capital Management manage?",
      "a": "Jacobsen Capital Management reports $562,862,022 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jacobsen Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jacobsen Capital Management: Regulatory assets under management: $336,785,984 in the October 2021 data and $562,862,022 in the October 2026 data, up 67%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jacobsen Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (43); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Jacobsen Capital Management use?",
      "a": "Jacobsen Capital Management'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."
    },
    {
      "q": "Does Jacobsen Capital Management report any disciplinary disclosures?",
      "a": "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/116085"
    },
    {
      "q": "What changed in Jacobsen Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 2. Regulatory assets under management went from $474,630,289 to $562,862,022 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 336785984.0,
      "total_employees": 4,
      "filing_date": "2021-02-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 380840506.0,
      "total_employees": 3,
      "filing_date": "2022-08-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 345361647.0,
      "total_employees": 5,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 427892370.0,
      "total_employees": 6,
      "filing_date": "2024-04-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 474630289.0,
      "total_employees": 5,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 562862022.0,
      "total_employees": 4,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 2.",
        "Regulatory assets under management went from $474,630,289 to $562,862,022 (+19%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $15,000 (financial planning services)",
      "Hourly rate: $500 an hour (consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our maximum annual fee is 2.00%, and we have a minimum account size of $500,000 and a minimum annual management fee of $5,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $15,000 (financial planning services)"
        ],
        "quotes": [
          "Our Firm provides financial planning services under a fixed fee arrangement. Fixed fees range from $500 to $15,000. The specific fee for your financial plan will be discussed with you"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (consulting services)"
        ],
        "quotes": [
          "Our Firm provides consulting services based on an hourly fee arrangement, generally $500 per hour. This arrangement charges a mutually agreed-upon fee for consulting services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "Our maximum annual fee is 2.00%, and we have a minimum account size of $500,000 and a minimum annual management fee of $5,000.",
      "Our Firm provides financial planning services under a fixed fee arrangement. Fixed fees range from $500 to $15,000. The specific fee for your financial plan will be discussed with you",
      "Our Firm provides consulting services based on an hourly fee arrangement, generally $500 per hour. This arrangement charges a mutually agreed-upon fee for consulting services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 15732314.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 540721175.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 6408533.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/116085",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}