# Jacobsen Capital Management

> 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.

- CRD: 116085
- Filed as: JACOBSEN CAPITAL MANAGEMENT
- Legal name: Jacobsen Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116085
- AdvisorCensus page: https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085

## Quick answers

**How is Jacobsen Capital Management compensated?**
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).

**How much does Jacobsen Capital Management charge?**
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.

**Where is Jacobsen Capital Management located?**
Jacobsen Capital Management's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Jacobsen Capital Management registered with the SEC or a state?**
Jacobsen Capital Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 116085.

**How much does Jacobsen Capital Management manage?**
Jacobsen Capital Management reports $562,862,022 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Jacobsen Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Jacobsen Capital Management serve?**
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).

**Which custodians does Jacobsen Capital Management use?**
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.

**Does Jacobsen Capital Management 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/116085

**What changed in Jacobsen Capital Management's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

- Flat fee: $500 to $15,000 (financial planning services)

> 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

- Hourly rate: $500 an hour (consulting services)

> 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.

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: $562,862,022
- Discretionary: $562,862,022
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,732,314 |
| High net worth individuals | 72 | $540,721,175 |
| Charitable organizations | 3 | $6,408,533 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jacobsencapital.com](https://jacobsencapital.com)
- LinkedIn @jacobsen-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,785,984 | 4 | February 19, 2021 |
| October 2022 | $380,840,506 | 3 | August 26, 2022 |
| October 2023 | $345,361,647 | 5 | September 21, 2023 |
| October 2024 | $427,892,370 | 6 | April 12, 2024 |
| October 2025 | $474,630,289 | 5 | February 27, 2025 |
| October 2026 | $562,862,022 | 4 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.
- Regulatory assets under management went from $474,630,289 to $562,862,022 (+19%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacobsen Capital Management (CRD 116085): Form ADV filing data as of October 2026.