JACOBSEN CAPITAL MANAGEMENT, LLC
Legal name: JACOBSEN CAPITAL MANAGEMENT
CRD #116085 SEC #801-63010 SALT LAKE CITY, UT 801-746-7171
SEC Registered
Total AUM
$474.6M
Discretionary
$474.6M
Employees
5
Clients
10
Accounts
478
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- NOVEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Brown, Michael, Ryan | I | PARTNER | NA | |
| HUGHES, LAYNA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morrison, Layna, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSEN, ERIC, M | I | PRINCIPAL | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, AMY | I | MEMBER | D | |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
| JACOBSEN, ERIC, MICHAEL | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (5)
AZ CA NV TX UT
Address
101 SOUTH 200 EASTSUITE 524
SALT LAKE CITY, UT 84111
United States
Phone: 801-746-7171