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JACOBI CAPITAL MANAGEMENT, LLC

PITTSTON, PA · CRD 147663 · IAPD ↗ · 570-826-1801

$2.64BRegulatory AUM
31Advisory reps
31Employees
0Clients
101-250Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — JACOBI CAPITAL MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2026 — JACOBI CAPITAL MANAGEMENT, LLC grew from 24 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
December 2025 — JACOBI CAPITAL MANAGEMENT, LLC notice-filed in LA, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — JACOBI CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($1.69B -> $2.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
December 2024 — JACOBI CAPITAL MANAGEMENT, LLC notice-filed in IL, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — JACOBI CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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