SourcingSourcing

JACOBSEN CAPITAL MANAGEMENT, LLC

C50
CRD 116085·SEC 801-63010·SALT LAKE CITY, UT
AUM
$562.9M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOBSEN CAPITAL MANAGEMENT, LLC
CRD
116085
SEC file #
801-63010
EIN
—
DBA names
Jacobsen Capital Management

Economics

AUM
$562.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$245.2M → $562.9M▲ +130%
Client mix
Individuals High Net Worth72
Individuals Other43
Charitable Organizations3

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
jacobsencapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBSEN, ERIC, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JACOBSEN, ERIC, MICHAEL
JACOBSEN, AMY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JACOBSENCAPITAL.COM
Rdap Domain Creation Date
2002-05-15T22:31:11Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-15T22:31:11Z
Rdap Domain Last Changed
2026-04-10T18:40:29Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2155456
Trust Company Affiliate
No

People (4)

4
JACOBSEN, ERIC, MICHAEL
IAR · Direct Owner · 62.5%
2155456
JACOBSEN, AMY
Direct Owner · 62.5%
6430489
Brown, Michael, Ryan
IAR · Executive Officer · 2.5%
6857383
Franklin Jacobsen
IAR
8258905