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JACOBS & COMPANY, LLC
CRD 107674File 801-12012
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Clients
259
809 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 1, 1976
- Principal office
- 595 MARKET STREET, SUITE 1330, SAN FRANCISCO, CA, 94105
- Phone
- 415-777-1617
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 809
- Non-discretionary accounts
- 0
- Total accounts
- 809
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 227 | $1.12B |
| Pension and profit sharing plans | 9 | $24.3M |
| Individuals (other than high net worth individuals) | 23 | $8.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 252 | 259 | increased by7 |
| Mar 1, 2026 | AUM | $1,097,635,471 | $1,155,091,616 | increased by$57,456,145 |
| Mar 1, 2026 | Accounts | 768 | 809 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 206 | 252 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,103,878,917 | $1,097,635,471 | decreased by$6,243,446 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 815 | 768 | decreased by47 |
| Feb 1, 2022 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2022 | AUM | $894,836,389 | $1,103,878,917 | increased by$209,042,528 |
| Feb 1, 2022 | Accounts | 731 | 815 | increased by84 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JACOBS COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACOBS COMPANY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.