RIA Intel›Advisers›Pennsylvania›JACOBI CAPITAL MANAGEMENT, LLC

JACOBI CAPITAL MANAGEMENT, LLC

Advisory

N·PITTSTON, PA

Data as of May 29, 2026 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+18.5%

3-Year CAGR

+16.2%

Employees

31

Assets Under Management

Total AUM$2.6B

Discretionary AUM$2.6B

Non-Discretionary AUM$77M

Discretionary %97.1%

Total Clients2,853

Team

Total Employees31

Investment Advisers31

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record49

First FilingJul 1, 2008

Latest FilingMay 29, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JACOBI CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.