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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Optima timberSummit unison
- Established Date
- 08-07-2008
- Office Locations
- 5
Office Locations
About Jacobi Capital Management, LLC
Jacobi Wealth Advisors (Jacobi Capital Management) provides “personal CFO” style wealth management for business owners, individuals, and families, combining financial planning with coordinated tax, estate, and risk-management guidance. The firm follows its proprietary “Jacobi Method” process to build customized action plans and supports portfolio construction using asset allocation across vehicles such as ETFs, mutual funds, and fixed income. Custody includes Charles Schwab and LPL Financial.
Team overview
Insights
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH HIRTHLER
Investment Advisor, Managing Member
- CRD
- #1370229
- Ownership
- 75% or more
SUZANNE ELIZABETH KELLOGG
Chief Compliance Officer, Compliance Officer
- CRD
- #4966433
- Ownership
- Less than 5%
Legacy matrix
Unison insight
- CRD
- #96423
- Ownership
- 20.3%
Showing 2 of 3 owners & executives
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ANDREW RICHARD AVELLAN
--
- CRD
- #4675877
RODMAN CHARLES AZAR
Managing Director, Portfolio Manager
- CRD
- #2655079
Fusion summit
Oak radial
- CRD
- #61121
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,565,703,935 | $378,814 |
| Non-Discretionary | $76,839,080 | $1,113,610 |
| Total | $2,642,543,015 | $386,224 |
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Separately Managed Accounts
Total SMA Asset: $2,642,543,015
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $533,505,537 | 8.9% |
| Equity - Exchange | $977,094,410 | 16.3% |
| U.S. Government/Agency | $1,984,161,041 | 33.1% |
| Cash | $1,462,644,393 | 24.4% |
| Municipal Bonds | $1,037,038,851 | 17.3% |
| Total | $5,994,444,232 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE VITAL | VALUE VITAL | 3ZBXLLEFU | QBO | 1.66% | $16,552,091 |
| BEACON OPTIMA EAGLE | LEGACY VITAL | K33EX22YP | OZF | 7.87% | $80,980,838 |
| ALPHA CAPITAL | ALPHA PATHWAY | LKRFFZF86 | QTXS | 8.05% | $75,257,712 |
| NORTH OAK | BRIDGE VALUE | 3NHZOPZUR | YVJJV | 11.58% | $55,372,754 |
| TIMBER MERIDIAN | UNISON ALPHA | DL1U7JRP5 | UNZNI | 5.72% | $84,138,757 |
| PATHWAY MERIDIAN | CREST ATLAS | K86E1EA4L | IGS | 7.43% | $7,739,371 |
| PRIME MOMENTUM PRIME | MATRIX ATLAS | T6Y91Z3B1 | AAT | 7.99% | $2,212,532 |
| CREST SIGNAL TIMBER | MATRIX ALPHA | 8UAJG6BJA | TFVD | 4.62% | $100,953,859 |