SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Jacobs & Company, LLC
San Francisco, CA
CRD 107674
Firm filing updated August 12, 2026 ·
- $1.2BAssets
- 259Clients
- 3Advisory staff
- 809Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals227
- Individuals23
- Pension and profit sharing plans9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 23 | $8.2 million |
| High net worth individuals | 227 | $1.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $24.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts809
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 107674, SEC file 801-12012.
- Registered with the SEC as an investment advisor (status date on record: September 1, 1976).
Is Jacobs & Company, LLC a fiduciary?
Short answer: Jacobs & Company, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.