A complete list of active advisors currently associated with Jacobi Capital Management, LLC

Warmer can help you find a great advisor at Jacobi Capital Management, LLC or one who fits your needs even better.

Jacobi Capital Management provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), pensions, trusts, estates and other institutions, typically charging percentage‑of‑AUM fees and offering wrap‑fee accounts. The firm also sponsors third‑party model programs through LPL and Schwab and makes use of the custodian platforms’ managed offerings in client solutions. The firm’s investment process emphasizes a multi‑disciplinary “fusion analysis” that blends valuation, monetary policy, sentiment and expectations to build individualized “investment playbooks” for clients. Portfolios are implemented across tactical, opportunistic and complementary sleeves and may include ETFs and mutual funds, covered calls, cash‑secured puts and spread strategies, and — in some accounts — margin borrowing and short sales; the firm also uses LPL’s Guided Wealth Portfolios (GWP) powered by FutureAdvisor’s algorithmic rebalancing and tax‑loss harvesting for lower‑minimum digital access. Distinctive features include the stated fusion‑analysis framework and routine use of option strategies and occasional short sales or margin, which are less common among similarly sized multi‑team advisers, and the firm’s combination of high‑touch wrap programs with an advisor‑enhanced robo offering (GWP) that has a $5,000 minimum alongside a $100,000 advisory minimum. The brochure also discloses referral arrangements that pay promoters 20–60% of advisory fees, a material compensation practice that prospective clients may wish to discuss when evaluating potential conflicts.

To learn more about the advisors currently working at Jacobi Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.