JACOBI CAPITAL MANAGEMENT, LLC

CRD 147663File 801-69398

APPROVED

Retail clients

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.64B

Top 25% of cohort (national)

Discretionary AUM

$2.57B

Non-discretionary $76.8M

Clients

3,024

6,842 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 7, 2008
Principal office: 154 ENTERPRISE WAY, PITTSTON, PA, 18640
Phone: 570-826-1801
Website: HTTP://WWW.JACOBICAPITAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.64B
Discretionary AUM: $2.57B
Non-discretionary AUM: $76.8M
Discretionary accounts: 6,773
Non-discretionary accounts: 69
Total accounts: 6,842
AUM per client: $874K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	59	$113.9M
Charitable organizations	29	$68.1M
High net worth individuals	1,087	$2.01B
Pension and profit sharing plans	36	$77.5M
Individuals (other than high net worth individuals)	1,813	$371.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.