JACOBSEN CAPITAL MANAGEMENT
SEC RegisteredLead Your Best Life
About the firm
Jacobsen Capital is an independent, fee-only wealth management firm that delivers highly customized investment strategies and personalized, holistic guidance to a select group of wealthy individuals and families. For over 20 years, their boutique culture has been centered on putting client interests first. As independent advisors, they provide hand-crafted investment solutions and unobjective advice to prominent high net worth families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized Investment Management, Multidisciplinary Wealth Advisory, and Portfolio Administration & Reporting, delivered through a personalized holistic approach that includes collaborative communication, multigenerational insight, fortified infrastructure, simplification of complexity, asset allocation, diversification and mean reversion strategies, rebalancing and tactical action, and a manager selection process.
Who they serve
A select group of wealthy individuals and families, including prominent high net worth families, with a focus on multigenerational relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $16M |
| High Net Worth Individuals | 72 | $541M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JACOBSEN CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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