Jacobs & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,224,644
Clients
3
Advisors
1
of 1 employees
About
Jacobs & Company is a state‑registered independent investment adviser that provides personalized investment supervisory services to individuals, corporations, trusts and other entities, including corporate and institutional clients as well as insurance‑company clients. The firm manages discretionary portfolios across fixed‑income, equity, balanced and cash‑equivalent strategies and also provides financial planning and advisory consultations.
The firm says it tailors investment strategies to each client’s objectives and risk tolerance, employing a broad array of securities—U.S. government and municipal bonds, corporate debt, exchange‑listed and OTC equities, certificates of deposit—and implements option strategies such as covered‑call writing. Jacobs & Company monitors accounts daily, applies charting, fundamental, technical and cyclical analysis, and discloses the use of derivatives (including options) within separately managed accounts.
Jacobs & Company is a wholly owned subsidiary of Jacobs Financial Group and operates alongside affiliated insurance and surety businesses, with referral arrangements that bring client collateral accounts from those affiliates to the Adviser. The brochure also discloses ongoing regulatory and financial matters: the firm is conditionally registered with the West Virginia Auditor’s Office under a consent order, has posted a $150,000 surety bond as a registration condition, and its auditors have qualified their opinion noting substantial doubt about the Adviser’s ability to continue as a going concern, with continued reliance on parent‑company support.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% annually (fixed income accounts) $2,500,000 - $5,000,000: 0.80% annually (fixed income accounts) $5,000,000 - $10,000,000: 0.60% annually (fixed income accounts) $10,000,000+: 0.50% annually (fixed income accounts) $0 - $2,500,000: 1.50% annually (equity and balanced accounts) $2,500,000 - $5,000,000: 1.25% annually (equity and balanced accounts) $5,000,000 - $10,000,000: 1.00% annually (equity and balanced accounts) $10,000,000+: 0.75% annually (equity and balanced accounts) $0 - $5,000,000: 0.25% annually (cash equivalent accounts) $5,000,000 - $25,000,000: 0.20% annually (cash equivalent accounts) $25,000,000+: 0.15% annually (cash equivalent accounts)
$150.00 per hour for financial planning and other investment advice
Account minimum: $250,000 Fee-only: $150.00 per hour for other investment advice, including financial planning
Main office
179 Summers Street, Suite 307
Charleston WV 25301
Advisors at this office
1
Most active in
Ohio · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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