Jacobsen Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$556,453,489
Clients
115
Advisors
3
of 4 employees
About
Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high‑net‑worth families, trusts, and corporations. The firm reports roughly $563 million in regulatory assets under management across about 115 client relationships and serves multi‑generational family accounts using separately managed accounts under custodial arrangements.
The firm’s investment approach combines strategic and tactical asset allocation with long‑term and value investing techniques, and it may incorporate alternatives and cash‑heavy positions depending on market outlook. Jacobsen Capital also employs quantitative optimization tools, selects and monitors third‑party SMA managers, and offers legacy position management and householding to align portfolios with client objectives.
Jacobsen Capital’s marketing and communications are distinctive for a firm of its type: its materials incorporate client endorsements and testimonials and highlight third‑party ratings, practices that are uncommon among comparable team firms. Operationally, the firm integrates institutional custody and reporting relationships with third‑party technology (Advyzon) and the use of external SMA managers, which can affect how clients receive consolidated reporting and manager oversight.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $15,000 fixed fee
Consulting services generally $500 per hour
Account minimum: $500,000 Minimum fee: $5,000 minimum annual management fee
Main office
101 South 200 East, Suite 524
Salt Lake City UT 84111
Advisors at this office
3
Most active in
Arizona · California · Texas · Utah
Also doing business as
E. Jacobsen Company, LLC · Jacobsen Capital Management · Jacobsen Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Franklin J
Series 65
Salt Lake City, UT
Jacobsen Capital Management
Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.
Michael B
CFP®, Series 65
Salt Lake City, UT
Jacobsen Capital Management
Michael Brown is a CFP® with nine years of industry experience, currently serving as a principal at Jacobsen Capital Management since 2016. He previously worked at Wise Company for one year. Outside of his advisory role, he holds a controlling interest in MTN Capital Investments, a holding company. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm combines strategic and tactical asset allocation with long-term and value investing techniques and employs quantitative tools and third-party SMA managers to align portfolios with client objectives.
Eric J
Series 63, Series 65
Salt Lake City, UT
Jacobsen Capital Management
Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.
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