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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JACOBI CAPITAL MANAGEMENT, LLC

CRD 147663

PITTSTON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5fdd9ca-b7f7-950b-9225-a58ad9378515

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Jun 24, 2026
54 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=27.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $2.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 31
RAUM per advisor: $85.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 31
Advisory employees: 31
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 6,842
Individual clients: 1,813
High net worth clients: 1,087
SEC number: 801-69398
CIK: 1689646
CRD: 147663
Filings on the tape: 54
First filed: Mar 30, 2012
Latest filed: Jun 24, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 31

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
APRIL LYNN VINCIARELLI	n/a	PITTSTON, PA	17	26	n/a	yes
MICHAEL JOSEPH HIRTHLER	n/a	WILKES BARRE, PA	17	41	n/a	yes
TIMOTHY JOHN YUREK	n/a	PITTSTON, PA	17	40	n/a	no
JOSEPH JAMES BUTCHER	n/a	PITTSTON, PA	16	21	1	yes
RODMAN CHARLES AZAR	n/a	PITTSTON, PA	15	30	n/a	yes
ANTHONY STEVEN MARTINELLI	n/a	PITTSTON, PA	12	31	1	yes
WILLIAM FRANCIS MEDICO	n/a	Berwyn, PA \| PITTSTON, PA	12	26	1	yes
JEFFREY P CLEMENTE	Certified Financial Planner	PITTSTON, PA	11	14	1	yes
MARY E HIRTHLER	n/a	BERWYN, PA \| PITTSTON, PA	11	15	n/a	yes
JOHN BERNARD MCCARTHY	n/a	PITTSTON, PA	10	25	1	yes
JASON JAMES MAILE	n/a	PITTSTON, PA	9	20	2	yes
MICHAEL DOMINIC LOVECCHIO	Certified Financial Planner	BERWYN, PA \| PITTSTON, PA	9	14	3	yes
FRANCIS JOSEPH HAAS	n/a	BERWYN, PA \| PITTSTON, PA	9	27	2	yes
MATHEW STEPHAN HAMMER	n/a	PITTSTON, PA \| Berwyn, PA	9	34	4	no
ROBERT S ROLLAND	n/a	PITTSTON, PA	8	17	1	yes
KAREN R DARBY	n/a	PITTSTON, PA	5	11	1	yes
AMY MELISSA LYNOTT	n/a	PITTSTON, PA	5	17	1	yes
ANDREW RICHARD AVELLAN	n/a	Berwyn, PA \| PITTSTON, PA	5	23	1	yes
Daniel Patrick McDonough	n/a	PITTSTON, PA	4	12	n/a	no
THOMAS Clifford ROMANOWSKI	n/a	PITTSTON, PA	4	11	1	yes
KATHLEEN A JOHNSON	n/a	PITTSTON, PA \| Berwyn, PA	4	35	4	yes
STEPHEN MICHAEL SALINGER	n/a	PITTSTON, PA \| Berwyn, PA	3	25	4	yes
RICHARD COLLINS CLARK	Certified Financial Planner\|Chartered Financial Consultant	PITTSTON, PA \| Berwyn, PA	2	21	5	yes
KYLE ANDREW BAIN	n/a	Berwyn, PA \| PITTSTON, PA	2	12	2	yes
BRANDAN MICHAEL BREE	n/a	PITTSTON, PA \| Wilmington, DE	2	12	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HIRTHLER, MICHAEL, JOSEPH	MANAGING MEMBER	E	yes	03/2008	Jun 24, 2026	Jun 24, 2026
VINCIARELLI, APRIL LYNN	CHIEF OPERATING OFFICER	Na	yes	01/2012	Jun 24, 2026	Jun 24, 2026
KELLOGG, SUZANNE, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	no	05/2026	Jun 24, 2026	Jun 24, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Berwyn	Pa	United States	10	yes
Wilmington	De	United States	1	yes
Sugarloaf	Pa	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.6B	$2.6B	31	31	3	n/a	n/a
2024	Mar 31, 2025	$2.2B	$2.1B	28	24	3	n/a	n/a
2023	Mar 29, 2024	$1.7B	$1.7B	24	24	2	n/a	n/a
2022	Mar 31, 2023	$1.4B	$1.4B	24	24	2	n/a	n/a
2021	Mar 31, 2022	$1.4B	$1.4B	20	20	2	n/a	n/a
2020	Mar 31, 2021	$1.1B	$1.0B	19	19	2	n/a	n/a
2019	May 15, 2020	$923M	$915M	18	18	1	n/a	n/a
2018	Mar 29, 2019	$754M	$746M	18	18	2	n/a	n/a
2017	Mar 30, 2018	$711M	$702M	18	18	2	n/a	n/a
2016	Mar 30, 2017	$384M	$377M	14	14	n/a	n/a	n/a
2015	Mar 29, 2016	$344M	$336M	15	15	n/a	n/a	n/a
2014	Mar 31, 2015	$327M	$318M	11	11	n/a	n/a	n/a
2013	Mar 31, 2014	$271M	$271M	8	8	n/a	n/a	n/a
2012	Mar 28, 2013	$362M	$362M	7	7	n/a	n/a	n/a
2011	Mar 30, 2012	$216M	$216M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	7	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.6B	$2.2B	20.6%	$1.4B	22.8%	31	28	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PILLAR WEALTH ADVISORS, LLC	2	Dec 2, 2024	Jun 6, 2024	KENNETT SQUARE, PA	Team lift out	RIA to RIA	100.0%
PILLAR WEALTH ADVISORS, LLC	2	Oct 31, 2024	Jun 4, 2024	WILMINGTON, DE	Team lift out	RIA to RIA	33.3%
MML INVESTORS SERVICES, LLC	2	Sep 21, 2022	Sep 23, 2022	NEWTOWN SQUARE, PA	Team lift out	Ibd to RIA	0.0%
RZ WEALTH	4	Aug 2, 2017	May 30, 2017	WAYNE, PA	Firm absorbed	Other	100.0%

Relationships

Registered with (35)

← Christine McCaslandAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← Joseph Grayson ButcherAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← Troy Vincent EdwardsAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← JOSEPH Robert CIAVARELLIAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← HELENA MARIE BENEDETTO-ERMANAdvisorregistration: current employment
Jun 21, 2024 to presentfactForm ADV
← MICHAEL CONWAY BREEAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← RICHARD COLLINS CLARKAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← KYLE ANDREW BAINAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← BRANDAN MICHAEL BREEAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← STEPHEN MICHAEL SALINGERAdvisorregistration: current employment
Sep 23, 2022 to presentfactForm ADV
← KATHLEEN A JOHNSONAdvisorregistration: current employment
Sep 19, 2022 to presentfactForm ADV
← THOMAS Clifford ROMANOWSKIAdvisorregistration: current employment
May 23, 2022 to presentfactForm ADV
← Daniel Patrick McDonoughAdvisorregistration: current employment
May 19, 2022 to presentfactForm ADV
← ANDREW RICHARD AVELLANAdvisorregistration: current employment
Mar 18, 2021 to presentfactForm ADV
← AMY MELISSA LYNOTTAdvisorregistration: current employment
Jan 14, 2021 to presentfactForm ADV
← KAREN R DARBYAdvisorregistration: current employment
Jan 13, 2021 to presentfactForm ADV
← ROBERT S ROLLANDAdvisorregistration: current employment
Feb 5, 2018 to presentfactForm ADV
← MATHEW STEPHAN HAMMERAdvisorregistration: current employment
May 30, 2017 to presentfactForm ADV
← FRANCIS JOSEPH HAASAdvisorregistration: current employment
May 23, 2017 to presentfactForm ADV
← JASON JAMES MAILEAdvisorregistration: current employment
May 22, 2017 to presentfactForm ADV
← MICHAEL DOMINIC LOVECCHIOAdvisorregistration: current employment
May 22, 2017 to presentfactForm ADV
← JOHN BERNARD MCCARTHYAdvisorregistration: current employment
Oct 23, 2015 to presentfactForm ADV
← JEFFREY P CLEMENTEAdvisorregistration: current employment
Jun 23, 2015 to presentfactForm ADV
← MARY E HIRTHLERAdvisorregistration: current employment
Jun 23, 2015 to presentfactForm ADV
← ANTHONY STEVEN MARTINELLIAdvisorregistration: current employment
Jun 13, 2014 to presentfactForm ADV
← WILLIAM FRANCIS MEDICOAdvisorregistration: current employment
Jun 13, 2014 to presentfactForm ADV
← RODMAN CHARLES AZARAdvisorregistration: current employment
Apr 29, 2011 to presentfactForm ADV
← JOSEPH JAMES BUTCHERAdvisorregistration: current employment
Jan 22, 2010 to presentfactForm ADV
← MICHAEL JOSEPH HIRTHLERAdvisorregistration: current employment
May 14, 2009 to presentfactForm ADV
← TIMOTHY JOHN YUREKAdvisorregistration: current employment
May 14, 2009 to presentfactForm ADV
and 5 more

Controls (1)

← HIRTHLER, MICHAEL, JOSEPHOwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to Nov 20, 2024factForm ADV

Owns (1)

← VINCIARELLI, APRIL LYNNOwnerCHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2012 to Nov 20, 2024factForm ADV

Moved with (3)

← PILLAR WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 31, 2024 to Jun 4, 2024factForm ADV
← MML INVESTORS SERVICES, LLCRegistered adviser2 advisors, team lift out
Sep 21, 2022 to Sep 23, 2022factForm ADV
← RZ WEALTHRegistered adviser4 advisors, firm absorbed, same day
Aug 2, 2017 to May 30, 2017factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Jacobi Capital Management, Llc reported RAUM $2.2B, up 29% from $1.7B (2024-11-20 to 2025-03-31)
Form ADVobserved 6 days ago
$498M
Occurred
Dec 2, 2024
Team lift-out
2 advisors left Pillar Wealth Advisors, LLC (Kennett Square, PA) for Jacobi Capital Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 31, 2024
Team lift-out
2 advisors left Pillar Wealth Advisors, LLC (Wilmington, DE) for Jacobi Capital Management, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 14, 2024
Advisor changed firm
Ryan John Shanley left Jacobi Capital Management, Llc for Great Valley Advisor Group, Llc (registered 2024-06-13)
Form ADVobserved 6 days ago
Occurred
Sep 21, 2022
Team lift-out
2 advisors left MML Investors Services, LLC (Newtown Square, PA) for Jacobi Capital Management, LLC within 5 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 31, 2022
Regulatory AUM changed
Jacobi Capital Management, Llc reported RAUM $1.4B, up 32% from $1.1B (2021-11-02 to 2022-03-31)
Form ADVobserved 6 days ago
$340M
Occurred
Mar 30, 2018
Regulatory AUM changed
Jacobi Capital Management, Llc reported RAUM $710.9M, up 85% from $384.0M (2017-08-21 to 2018-03-30)
Form ADVobserved 6 days ago
$327M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5fdd9ca-b7f7-950b-9225-a58ad9378515
First observed: Mar 30, 2012
Last observed: Jun 24, 2026 2 months 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.

JACOBI CAPITAL MANAGEMENT, LLC

CRD 147663

PITTSTON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5fdd9ca-b7f7-950b-9225-a58ad9378515

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

APRIL LYNN VINCIARELLI

n/a

PITTSTON, PA

n/a

yes

MICHAEL JOSEPH HIRTHLER

n/a

WILKES BARRE, PA

n/a

yes

TIMOTHY JOHN YUREK

n/a

PITTSTON, PA

n/a

JOSEPH JAMES BUTCHER

n/a

PITTSTON, PA

yes

RODMAN CHARLES AZAR

n/a

PITTSTON, PA

n/a

yes

ANTHONY STEVEN MARTINELLI

n/a

PITTSTON, PA

yes

WILLIAM FRANCIS MEDICO

n/a

Berwyn, PA | PITTSTON, PA

yes

JEFFREY P CLEMENTE

Certified Financial Planner

PITTSTON, PA

yes

MARY E HIRTHLER

n/a

BERWYN, PA | PITTSTON, PA

n/a

yes

JOHN BERNARD MCCARTHY

n/a

PITTSTON, PA

yes

JASON JAMES MAILE

n/a

PITTSTON, PA

yes

MICHAEL DOMINIC LOVECCHIO

Certified Financial Planner

BERWYN, PA | PITTSTON, PA

yes

FRANCIS JOSEPH HAAS

n/a

BERWYN, PA | PITTSTON, PA

yes

MATHEW STEPHAN HAMMER

n/a

PITTSTON, PA | Berwyn, PA

ROBERT S ROLLAND

n/a

PITTSTON, PA

yes

KAREN R DARBY

n/a

PITTSTON, PA

yes

AMY MELISSA LYNOTT

n/a

PITTSTON, PA

yes

ANDREW RICHARD AVELLAN

n/a

Berwyn, PA | PITTSTON, PA

yes

Daniel Patrick McDonough

n/a

PITTSTON, PA

n/a

THOMAS Clifford ROMANOWSKI

n/a

PITTSTON, PA

yes

KATHLEEN A JOHNSON

n/a

PITTSTON, PA | Berwyn, PA

yes

STEPHEN MICHAEL SALINGER

n/a

PITTSTON, PA | Berwyn, PA

yes

RICHARD COLLINS CLARK

Certified Financial Planner|Chartered Financial Consultant

PITTSTON, PA | Berwyn, PA

yes

KYLE ANDREW BAIN

n/a

Berwyn, PA | PITTSTON, PA

yes

BRANDAN MICHAEL BREE

n/a

PITTSTON, PA | Wilmington, DE

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HIRTHLER, MICHAEL, JOSEPH

MANAGING MEMBER

yes

03/2008

Jun 24, 2026

VINCIARELLI, APRIL LYNN

CHIEF OPERATING OFFICER

yes

01/2012

Jun 24, 2026

KELLOGG, SUZANNE, ELIZABETH

CHIEF COMPLIANCE OFFICER

05/2026

Jun 24, 2026

City

State

Country

Employees

Also broker-dealer

Berwyn

United States

yes

Wilmington

United States

yes

Sugarloaf

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.6B

n/a

2024

Mar 31, 2025

$2.2B

$2.1B

n/a

2023

Mar 29, 2024

$1.7B

n/a

2022

Mar 31, 2023

$1.4B

n/a

2021

Mar 31, 2022

$1.4B

n/a

2020

Mar 31, 2021

$1.1B

$1.0B

n/a

2019

May 15, 2020

$923M

$915M

n/a

2018

Mar 29, 2019

$754M

$746M

n/a

2017

Mar 30, 2018

$711M

$702M

n/a

2016

Mar 30, 2017

$384M

$377M

n/a

2015

Mar 29, 2016

$344M

$336M

n/a

2014

Mar 31, 2015

$327M

$318M

n/a

2013

Mar 31, 2014

$271M

n/a

2012

Mar 28, 2013

$362M

n/a

2011

Mar 30, 2012

$216M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.6B

$2.2B

20.6%

$1.4B

22.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PILLAR WEALTH ADVISORS, LLC

Dec 2, 2024

Jun 6, 2024

KENNETT SQUARE, PA

Team lift out

RIA to RIA

100.0%

PILLAR WEALTH ADVISORS, LLC

Oct 31, 2024

Jun 4, 2024

WILMINGTON, DE

Team lift out

RIA to RIA

33.3%

MML INVESTORS SERVICES, LLC

Sep 21, 2022

Sep 23, 2022

NEWTOWN SQUARE, PA

Team lift out

Ibd to RIA

0.0%

RZ WEALTH

Aug 2, 2017

May 30, 2017

WAYNE, PA

Firm absorbed

Other

100.0%