Jacobi Capital Management, LLC

$2.64BAssets under management
as of Jun 2026 · SEC Form ADV
Pittston, PA
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Tech stack

No one at Jacobi Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Jacobi Capital Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $38M held · filed Nov 2024