J
CRD: 107674
Jacobs & Company, LLC
SAN Francisco, CA, 94105
4157771617
$1.2B Total AUM
$1.2B Disc. AUM
9.4% 3Y CAGR
5 Employees
259 ADV. Clients
49 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1976
- Office Locations
- 1
Office Locations
595 Market Street Suite 1330 SAN Francisco CA
About Jacobs & Company, LLC
Jacobs & Company, LLC is a SAN Francisco-based RIA. The firm has been operating for 49 years. Managing $1.2B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$385.0M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
22.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
49yrs Firm Age
Insights
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Asset Classes
Matrix signal Momentum Ridge vital
Client Personas
Summit element
Investment Themes
Pioneer oak
Investment Vehicles
Prime
Services
Meridian momentum Vertex focus Harbor North Insight zenith
Owner & Executives
M
MATT DAVID JACOBSON
Managing Member, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(280) 406-1209
capital.north@atlascapital.com
in linkedin.com/in/fusion-legacy
THOMAS WILLIAM NEWMEYER
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
(628) 644-2895
pioneer.fusion@zenithcapital.com
in linkedin.com/in/value-eagle
E
Eagle eagle
Element atlas delta
- CRD
- #38852
- Ownership
- 47.7%
(492) 743-2452
momentum.element@atlascapital.com
in linkedin.com/in/catalyst-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,155,091,616 | $1,427,802 |
| Non-Discretionary | $0 | -- |
| Total | $1,155,091,616 | $1,427,802 |
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Separately Managed Accounts
Total SMA Asset: $1,155,091,616
Equity - Exchange:
23.3% Municipal Bonds:
7.0% Cash:
7.3% U.S. Government/Agency:
22.0% Corporate - Investment Grade:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,587,437,212 | 23.3% |
| Municipal Bonds | $476,912,467 | 7.0% |
| Cash | $497,351,573 | 7.3% |
| U.S. Government/Agency | $1,498,867,754 | 22.0% |
| Corporate - Investment Grade | $2,752,466,240 | 40.4% |
| Total | $6,813,035,246 | 100.0% |