This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.2BItem 5.F on the latest filing (2026-08-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.2B

Private client RAUM

$1.1BderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

809

Individual clients

23

High net worth clients

227

Custody, client assets

$886M

SEC number

801-12012

CRD

107674

Filings on the tape

33

First filed

Feb 7, 2012

Latest filed

Aug 12, 2026

Organised

Limited Liability Company, CA

• Occurred

  Feb 5, 2021
  Control person joined

  Alice Susan Newmeyer (Chief Compliance Officer) appeared on Schedule A of Jacobs & Company, Llc

  Form ADVobserved 6 days ago
• Occurred

  Jan 6, 2017
  Succession filed (Item 4)

  Jacobs & Co reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53f45cf2-251f-38e1-d0ef-776e125e9367

First observed

Feb 7, 2012

Last observed

Aug 12, 2026 40 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.