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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JACOBSEN CAPITAL MANAGEMENT

JACOBSEN CAPITAL MANAGEMENT, LLC, CRD 116085

SALT LAKE CITY, UT

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:df8aebb7-a063-b026-4747-c8c1ba06a756

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2012 to Mar 17, 2026
32 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $563MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $563M
Private client RAUM: $556MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $188Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 535
Individual clients: 43
High net worth clients: 72
Custody, client assets: $89.3M
SEC number: 801-63010
CRD: 116085
Filings on the tape: 32
First filed: Jan 12, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, UT
Website: jacobsencapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC MICHAEL JACOBSEN	n/a	SALT LAKE CITY, UT	29	34	1	no
Michael Ryan Brown	Certified Financial Planner	SALT LAKE CITY, UT	9	11	n/a	no
Franklin Jacobsen	n/a	SALT LAKE CITY, UT	0	10	n/a	no

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
JACOBSEN, ERIC, MICHAEL	Principal	D	yes	03/1996	Jan 12, 2012	Apr 12, 2024
Morrison, Layna, Nicole	CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Feb 24, 2023	Apr 12, 2024
JACOBSEN, AMY	Member	D	no	03/1996	Jan 2, 2015	Apr 12, 2024

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$563M	$563M	4	2	0	n/a	n/a
2024	Feb 27, 2025	$475M	$475M	5	4	0	n/a	n/a
2023	Feb 23, 2024	$428M	$428M	6	4	0	n/a	n/a
2022	Feb 24, 2023	$345M	$345M	5	4	0	n/a	n/a
2021	Mar 7, 2022	$381M	$381M	3	2	0	n/a	n/a
2020	Jan 19, 2021	$337M	$337M	4	2	0	n/a	n/a
2019	Jan 28, 2020	$308M	$308M	4	3	0	n/a	n/a
2018	Jan 24, 2019	$245M	$245M	5	5	0	n/a	n/a
2017	Feb 14, 2018	$244M	$244M	5	5	0	n/a	n/a
2016	Feb 14, 2017	$211M	$211M	5	2	n/a	n/a	n/a
2015	Feb 10, 2016	$190M	$190M	4	2	n/a	n/a	n/a
2014	Jan 2, 2015	$187M	$187M	4	4	n/a	n/a	n/a
2013	Feb 24, 2014	$161M	$161M	4	4	n/a	n/a	n/a
2012	Jan 30, 2013	$141M	$141M	5	4	n/a	n/a	n/a
2011	Jan 12, 2012	$110M	$110M	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
0	0	0	0.0%	0	0	0	0	0

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	$563M	$475M	18.6%	$345M	17.7%	4	5	0	0

Relationships

Registered with (4)

← Franklin JacobsenAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Michael Ryan BrownAdvisorregistration: current employment
Sep 15, 2017 to presentfactForm ADV
← ERIC MICHAEL JACOBSENAdvisorregistration: current employment
May 28, 1997 to presentfactForm ADV
← STEPHEN GOALENAdvisorregistration: previous registration
Jan 10, 2011 to Oct 1, 2019factForm ADV

Affiliated with (2)

← JACOBSEN FINANCIAL SERVICESRegistered adviserother investment adviser, control, common control
factForm ADV
← GOALEN FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← JACOBSEN, ERIC, MICHAELOwnerPRINCIPAL, ownership code D, individual
Jan 12, 2012 to Apr 12, 2024factForm ADV
← Morrison, Layna, NicoleOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 24, 2023 to Apr 12, 2024factForm ADV

Owns (1)

← JACOBSEN, AMYOwnerMEMBER, ownership code D, individual
Jan 2, 2015 to Apr 12, 2024factForm ADV

Dated events

Occurred
Feb 24, 2023
Control person joined
Nicole Layna Morrison (Chief Compliance Officer) appeared on Schedule A of Jacobsen Capital Management
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df8aebb7-a063-b026-4747-c8c1ba06a756
First observed: Jan 12, 2012
Last observed: Mar 17, 2026 6 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.

JACOBSEN CAPITAL MANAGEMENT

JACOBSEN CAPITAL MANAGEMENT, LLC, CRD 116085

SALT LAKE CITY, UT

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:df8aebb7-a063-b026-4747-c8c1ba06a756

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC MICHAEL JACOBSEN

n/a

SALT LAKE CITY, UT

Michael Ryan Brown

Certified Financial Planner

SALT LAKE CITY, UT

n/a

Franklin Jacobsen

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JACOBSEN, ERIC, MICHAEL

Principal

yes

03/1996

Jan 12, 2012

Apr 12, 2024

Morrison, Layna, Nicole

CHIEF COMPLIANCE OFFICER

yes

02/2023

Feb 24, 2023

Apr 12, 2024

JACOBSEN, AMY

Member

03/1996

Jan 2, 2015

Apr 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$563M

n/a

2024

Feb 27, 2025

$475M

n/a

2023

Feb 23, 2024

$428M

n/a

2022

Feb 24, 2023

$345M

n/a

2021

Mar 7, 2022

$381M

n/a

2020

Jan 19, 2021

$337M

n/a

2019

Jan 28, 2020

$308M

n/a

2018

Jan 24, 2019

$245M

n/a

2017

Feb 14, 2018

$244M

n/a

2016

Feb 14, 2017

$211M

n/a

2015

Feb 10, 2016

$190M

n/a

2014

Jan 2, 2015

$187M

n/a

2013

Feb 24, 2014

$161M

n/a

2012

Jan 30, 2013

$141M

n/a

2011

Jan 12, 2012

$110M

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

$563M

$475M

18.6%

$345M

17.7%