This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 18, 2025 and June 24, 2026, reported AUM increased 20.6%, from $2.2B to $2.6B.
Across 5 reported observations, AUM increased 87.4% between July 25, 2022 and June 24, 2026, from $1.4B to $2.6B.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 31 advisory representatives and 3,024 clients, or 97.5 clients per representative. That equates to $873.9K in reported AUM per client.
The profile lists 5 reported office locations and 18 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jacobi Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Jacobi Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
ANDREW RICHARD AVELLAN
--
- CRD
- #4675877
RODMAN CHARLES AZAR
Managing Director, Portfolio Manager
- CRD
- #2655079
Showing 2 of 33 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jacobi Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Jacobi Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.