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JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663File 801-69398
APPROVED
Retail clients
Filing as of Jun 24, 2026
Feed vintage Oct 1, 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
31
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.JACOBIWEALTH.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 31 | increased by3 |
| Apr 1, 2026 | Clients | 2,853 | 3,024 | increased by171 |
| Apr 1, 2026 | AUM | $2,190,387,155 | $2,642,543,015 | increased by$452,155,860 |
| Apr 1, 2026 | Accounts | 6,314 | 6,842 | increased by528 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 28 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,174 | 2,853 | increased by679 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,409,885,095 | $2,190,387,155 | increased by$780,502,060 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,690 | 6,314 | increased by1,624 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 1,753 | 2,174 | increased by421 |
| Apr 1, 2022 | AUM | $1,069,708,330 | $1,409,885,095 | increased by$340,176,765 |
| Apr 1, 2022 | Accounts | 3,946 | 4,690 | increased by744 |
| 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 “JACOBI CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACOBI CAPITAL” 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.