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JACOBSEN CAPITAL MANAGEMENT

SALT LAKE CITY, UT · CRD 116085 · IAPD ↗ · jacobsencapital.com · 801-746-7171

$562.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — JACOBSEN CAPITAL MANAGEMENT shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — JACOBSEN CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($474.6M -> $562.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2024 — JACOBSEN CAPITAL MANAGEMENT notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — JACOBSEN CAPITAL MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.