SourcingSourcing

JACOBS EQUITY

C45
CRD 147725·SEC 801-131649·DRAPER, UT
AUM
$133.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$400K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOBS EQUITY
CRD
147725
SEC file #
801-131649
EIN
262855953
DBA names
Palisade Wealth Management

Economics

AUM
$133.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.7M → $133.2M▲ +19%
Client mix
Individuals Other96
Individuals High Net Worth45

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
DRAPER UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
palisadeadvisor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBS, JEFFREY, L
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JACOBS, JEFFREY, L
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
ok
Rdap Domain
PALISADEADVISOR.COM
Rdap Domain Creation Date
2023-02-06T08:27:29Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
DreamHost, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111761
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002111761-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Edgar Addresses
Mailing
12231 S 900 EDRAPER, UT 84020
Business
12231 S 900 EDRAPER, UT 84020
Edgar EIN
262855953
Edgar Recent Filings
13F-HR2026-05-14 · 0002111761-26-000003
13F-HR2026-02-19 · 0002111761-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-06T08:27:29Z
Rdap Domain Last Changed
2026-01-06T10:44:51Z
Rdap Nameservers
Ns1.dreamhost.comNs2.dreamhost.comNs3.dreamhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5560484
Trust Company Affiliate
No

People (3)

3
JACOBS, JEFFREY, L
IAR · Direct Owner · 87.5%
5560484
Phillip Sharp
IAR
7994443
CAM TAGGART MCCLELLAN
IAR
5419803