Jacobi Capital Management, LLC
Pittston, PA·SEC-registered · CRD #147663
Jacobi Capital Management, LLC is an SEC-registered investment advisory firm in Pittston, PA managing $2.6B across 6.9k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.6B
Client accounts
6.9k
Advisory staff
31
Fee model
Fee-based
How Jacobi Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Jacobi Capital Management, LLC
How much does Jacobi Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (06/24/2026), Jacobi Capital Management, LLC reports $2.6B in regulatory assets under management across roughly 6.9k client accounts.
How does Jacobi Capital Management, LLC charge?
Jacobi Capital Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Jacobi Capital Management, LLC a fiduciary?
Yes. Jacobi Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #147663), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Jacobi Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Jacobi Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Jacobi Capital Management, LLC's public SEC Form ADV filing (CRD #147663, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Jacobi Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Jacobi Capital Management, LLC? Claim this profile.