CRD: 116085
Jacobsen Capital Management
$562.9M Total AUM
$562.9M Disc. AUM
11.8% 3Y CAGR
4 Employees
118 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1996
- Office Locations
- 1
Office Locations
101 South 200 East Suite 524 Salt Lake City UT
About Jacobsen Capital Management
Jacobsen Capital Management is a Salt Lake City-based RIA. The firm has been operating for 30 years. Managing $562.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$281.4M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
17.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Fusion element Frontier vital Insight unison Catalyst harbor Vector horizon Horizon Bridge
Investment Themes
Vertex harbor Meridian Horizon delta
Investment Vehicles
Insight
Services
Harbor legacy Atlas Radial Wave Alpha atlas Wave Bridge Summit fusion
Owner & Executives
A
AMY JACOBSEN
Executive Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
(797) 954-2376
meridian.oak@elementcapital.com
in linkedin.com/in/timber-bridge
ERIC MICHAEL JACOBSEN
Investment Advisor, PRINCIPAL
- CRD
- #2155456
- Ownership
- 50% but less than 75%
(512) 646-8349
atlas.alpha@focuscapital.com
in linkedin.com/in/pathway-matrix
G
Glacier fusion
Zenith ridge pioneer
- CRD
- #59035
- Ownership
- 13.5%
(365) 562-4925
meridian.radial@alphacapital.com
in linkedin.com/in/atlas-summit
Showing 2 of 3 owners & executives
Unlock allContacts
F
Franklin Jacobsen
--
- CRD
- #8258905
(423) 437-1190
matrix.meridian@radialcapital.com
in linkedin.com/in/unison-meridian
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $562,862,022 | $1,052,079 |
| Non-Discretionary | $0 | -- |
| Total | $562,862,022 | $1,052,079 |
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Separately Managed Accounts
Total SMA Asset: $562,862,022
Equity - Exchange:
9.6% Municipal Bonds:
18.6% Cash:
9.9% Other:
7.2% Private Funds:
14.0% Corporate - Investment Grade:
5.8% Public Funds:
6.8% U.S. Government/Agency:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $452,922,899 | 9.6% |
| Municipal Bonds | $877,538,117 | 18.6% |
| Cash | $467,076,739 | 9.9% |
| Other | $339,692,174 | 7.2% |
| Private Funds | $660,512,561 | 14.0% |
| Corporate - Investment Grade | $273,640,918 | 5.8% |
| Public Funds | $320,820,387 | 6.8% |
| U.S. Government/Agency | $1,325,743,068 | 28.1% |
| Total | $4,717,946,863 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE MERIDIAN | FOUNDATION UNISON | 901I9T3KK | MTDXO | 10.31% | $43,689,841 |
| HORIZON VECTOR | OAK TIMBER | QTFTCM1S7 | IQLFP | 2.56% | $75,332,785 |
| ALPHA HORIZON | HORIZON FOUNDATION | U4WL45OND | MWWCV | 3.63% | $13,367,754 |
| RIDGE ELEMENT | PEAK ALPHA | 9X3UIJLZP | TQSHA | 7.40% | $16,224,010 |
| LEGACY RIDGE | FOCUS UNISON | YOHZ8C3IF | ZPZTH | 9.98% | $114,478,519 |
| INSIGHT RIDGE | PRIME ALPHA | U60FY2G3X | CEX | 7.26% | $118,111,271 |
| MOMENTUM FUSION GLACIER | CATALYST TIMBER | QYTXI91D1 | RUJOX | 4.33% | $83,616,025 |
| ELEMENT DELTA CREST | QUANTUM BRIDGE | 6J5B33OCN | BOX | 8.95% | $37,263,608 |