| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jacobsen | Member | 50-75% | 1996 |
| Eric Michael Jacobsen Control | Principal | 50-75% | 1996 |
| Layna Nicole Hughes Control | Chief Compliance Officer | Under 5% | 2023 |
Jacobsen Capital Management, LLC reports $474.6 million in regulatory assets under management on its Form ADV.
Jacobsen Capital Management, LLC reports 5 employees.
Jacobsen Capital Management, LLC is based in Salt Lake City, UT and has been SEC-registered since 2004.
Jacobsen Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 South 200 East, Suite 524, Salt Lake City, UT 84111 |
| Phone | 801-746-7171 |
| Office hours | 8:30-5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $474.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $474.6M |