$91.7K Total AUM
$87.2K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2024
- Office Locations
- 1
Office Locations
-- West Chester OH
About Jacobsma Financial
Jacobsma Financial is a West Chester, Ohio–based, solo-owned RIA led by CEO/CCO Kurt Jacobsma. The firm emphasizes disciplined, long-term portfolio strategies and works with retail clients, including entrepreneurs, on investment planning and asset allocation. Jacobsma’s background includes financial-services risk consulting at Deloitte and RSM.
Team overview
-- AVG AGE
$91.7K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kurt Bradley Jacobsma
Owner
- CRD
- #7875254
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,168 | -- |
| Non-Discretionary | $4,521 | -- |
| Total | $91,689 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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