Jacobsen Capital Management
Jacobsen Capital Management is an SEC-registered wealth manager in Salt Lake City, UT with $562.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Jacobsen Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116085, SEC 801-63010, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $562.9M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 4
- Clients
- 118
- CRD
- 116085
- Ownership
- JACOBSEN, ERIC, M; JACOBSEN, ERIC, MICHAEL; JACOBSEN, AMY; Morrison, Layna, Nicole; Brown, Michael, Ryan
How much AUM does Jacobsen Capital Management have?
Jacobsen Capital Management reported $562.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Jacobsen Capital Management?
Disclosed owners and executives of Jacobsen Capital Management include JACOBSEN, ERIC, M, JACOBSEN, ERIC, MICHAEL, JACOBSEN, AMY, Morrison, Layna, Nicole, Brown, Michael, Ryan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.