JACOBSEN CAPITAL MANAGEMENT
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 116085
- Registered since
- April 7, 2004
- Website
- jacobsencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.07%
- Individuals2.8%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jacobsen Capital Management is an independent, SEC-registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Jacobsen does not present itself as an ESG-focused manager and operates with a single-owner structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- State & Local Bonds12%
- Cash & Cash Equivalents11%
- Other8%
- Private Funds3%
Owners & executives
1 of 1Michael Brown
Partner, Chief Investment OfficerCRD 6857383
Contacts
3 of 3Franklin Jacobsen
Wealth AdvisorCRD 8258905
AMY JACOBSEN
MemberCRD 6430489
ERIC JACOBSEN
Founding PartnerCRD 2155456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$203M in ETFs
94%
$190M
6%
$13M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $56.1M | 874,716 | 27.62% |
Location
SALT LAKE CITY , UT
SALT LAKE
Location
SALT LAKE CITY , UT
Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 101 S 200 E
- Time zone
- MT (UTC-7)
- Office locations
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