SourcingSourcing

JACOBI CAPITAL MANAGEMENT, LLC

C42
CRD 147663·SEC 801-69398·PITTSTON, PA
AUM
$2.64B
$1B+
Est. Revenue
$26.4M
@ 1% on AUM
Est. EBITDA
$7.9M
@ 30% margin
Est. Deal Value
$63.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOBI CAPITAL MANAGEMENT, LLC
CRD
147663
SEC file #
801-69398
EIN
262934519
DBA names
—

Economics

AUM
$2.64B
AUM band
$1B+
AUM trajectory
'20'26
$754.1M → $2.64B▲ +250%
Client mix
Individuals Other1,813
Individuals High Net Worth1,087
Corporations59
Pension Profit Sharing Plans36
Charitable Organizations29

Operations

Employees (total)
31
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'20'26
18 advisors → 31 advisors▲ +72%
Primary office
PITTSTON PA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/jacobicapital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIRTHLER, MICHAEL, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HIRTHLER, MICHAEL, JOSEPH
VINCIARELLI, APRIL LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
192,055
Form 5500 Compensation Trajectory 3y
2025192,055
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
192,055
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001689646
Edgar Registered
Yes
Edgar Filing Count
43
Edgar First Filing Date
2016-11-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
41
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001689646-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1684
Soi Zip Pct 200k Plus
0.036
Soi Zip Returns 200k Plus
310
Soi Zip Total AGI
566,292
Fdic Zip Total Deposits
11,667,558,000
Fdic Zip Branch Count
248
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
Landmark Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
26
Bc Firm Active IA Count
30
Bc Firm IAR Count
30
Custodian Candidates
Full
Lpl Financial10
E*trade4
Edgar Addresses
Mailing
154 ENTERPRISE WAYPITTSTON, PA 18640
Business
154 ENTERPRISE WAYPITTSTON, PA 18640
Edgar EIN
262934519
Edgar Recent Filings
13F-HR2026-05-14 · 0001689646-26-000004
13F-HR2026-02-13 · 0001689646-26-000002
Fdic Zip Branches Raw
Meridian BankPittston, PA
Meridian BankPittston Township, PA
Fdic Zip HHI
1216.78
Fdic Zip Top Bank Share Pct
21.62
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,505
Returns2,620
Stub 2
AGI87,964
Returns2,350
Stub 3
AGI84,548
Returns1,370
Soi Zip Total Business Income
16,413
Soi Zip Total Cap Gains
21,040
Soi Zip Total Dividends
13,449
Soi Zip Total Returns
8,610
Top Owner CRD
1370229
Trust Company Affiliate
No

People (30)

30
HIRTHLER, MICHAEL, JOSEPH
IAR · Direct Owner · 87.5%
1370229
VINCIARELLI, APRIL LYNN
IAR · Executive Officer · 2.5%
4136635
Daniel Patrick McDonough
IAR
7493325
HELENA MARIE BENEDETTO-ERMAN
IAR
5026651
TIMOTHY JOHN YUREK
IAR
1383151
RODMAN CHARLES AZAR
IAR
2655079
ANDREW RICHARD AVELLAN
IAR
4675877
JASON JAMES MAILE
IAR
5234463
JOSEPH Robert CIAVARELLI
IAR
6431813
MATHEW STEPHAN HAMMER
IAR
1770366
JEFFREY P CLEMENTE
IAR
5673884
Joseph Grayson Butcher
IAR
7139838
Troy Vincent Edwards
IAR
7820306
JOSEPH JAMES BUTCHER
IAR
4838389
JOHN BERNARD MCCARTHY
IAR
4344753
MICHAEL DOMINIC LOVECCHIO
IAR
6036189
WILLIAM FRANCIS MEDICO
IAR
4009117
ANTHONY STEVEN MARTINELLI
IAR
2590758
ROBERT S ROLLAND
IAR
5699585
AMY MELISSA LYNOTT
IAR
5671926
MARY E HIRTHLER
IAR
5808615
KAREN R DARBY
IAR
6071432
THOMAS Clifford ROMANOWSKI
IAR
6497367
KYLE ANDREW BAIN
IAR
6297369
STEPHEN MICHAEL SALINGER
IAR
4439464
RICHARD COLLINS CLARK
IAR
5021472
MICHAEL CONWAY BREE
IAR
2061318
KATHLEEN A JOHNSON
IAR
1966517
FRANCIS JOSEPH HAAS
IAR
3156985
BRANDAN MICHAEL BREE
IAR
6369478