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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2018
- Office Locations
- 1
Office Locations
About AFC Wealth Management
AFC Wealth is a Metro Denver firm focused on retirement planning and investment management for professionals, families, and small business owners. Serving Colorado residents since 1981, it evolved from a family real estate and property management business into a full-service financial management practice in 1998, emphasizing clear, organized planning for clients’ next chapter.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $236.9K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIC ALAN JACOBY
Chief Compliance Officer, Partner, President
- CRD
- #2792875
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,080,208 | -- |
| Total | $3,080,208 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AFC Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.