JACOBI CAPITAL MANAGEMENT, LLC
CRD #147663 SEC #801-69398 PITTSTON, PA 570-826-1801
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
28
Clients
101
Accounts
6,314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.2B | $2.1B | $63.2M | 28 | 0 |
| Nov 2025 | $2.2B | $2.1B | $63.2M | 28 | 0 |
| Mar 2025 | $2.2B | $2.1B | $63.2M | 28 | 0 |
| Nov 2024 | $1.7B | $1.7B | $38.4M | 24 | 0 |
| Sep 2024 | $1.7B | $1.7B | $38.4M | 24 | 0 |
| Apr 2024 | $1.7B | $1.7B | $38.4M | 24 | 0 |
| Mar 2024 | $1.7B | $1.7B | $38.4M | 24 | 0 |
| Sep 2023 | $1.4B | $1.4B | $38.8M | 24 | 0 |
| Mar 2023 | $1.4B | $1.4B | $38.8M | 24 | 0 |
| Jul 2022 | $1.4B | $1.4B | $39M | 20 | 0 |
| May 2022 | $1.4B | $1.4B | $39M | 20 | 0 |
| May 2022 | $1.4B | $1.4B | $39M | 20 | 0 |
| Mar 2022 | $1.4B | $1.4B | $39M | 20 | 0 |
| Nov 2021 | $1.1B | $1B | $55.1M | 19 | 0 |
| Sep 2021 | $1.1B | $1B | $55.1M | 19 | 0 |
| Mar 2021 | $1.1B | $1B | $55.1M | 19 | 0 |
| Mar 2021 | $923M | $915.3M | $7.7M | 18 | 0 |
| Feb 2021 | $923M | $915.3M | $7.7M | 18 | 0 |
| Jan 2021 | $923M | $915.3M | $7.7M | 18 | 0 |
| Jul 2020 | $923M | $915.3M | $7.7M | 18 | 0 |
| Jun 2020 | $923M | $915.3M | $7.7M | 18 | 0 |
| May 2020 | $923M | $915.3M | $7.7M | 18 | 0 |
| May 2020 | $923M | $915.3M | $7.7M | 18 | 0 |
| Oct 2019 | $754.1M | $746M | $8.1M | 18 | 0 |
| Mar 2019 | $754.1M | $746M | $8.1M | 18 | 0 |
| Jan 2019 | $710.9M | $702M | $8.9M | 18 | 0 |
| Jan 2019 | $710.9M | $702M | $8.9M | 18 | 0 |
| Mar 2018 | $710.9M | $702M | $8.9M | 18 | 0 |
| Aug 2017 | $384M | $376.7M | $7.3M | 14 | 1,000 |
| Jun 2017 | $384M | $376.7M | $7.3M | 14 | 1,000 |
| Apr 2017 | $384M | $376.7M | $7.3M | 14 | 1,000 |
| Mar 2017 | $384M | $376.7M | $7.3M | 14 | 1,000 |
| Dec 2016 | $344.4M | $335.7M | $8.7M | 15 | 900 |
| Sep 2016 | $344.4M | $335.7M | $8.7M | 15 | 900 |
| Mar 2016 | $344.4M | $335.7M | $8.7M | 15 | 900 |
| Aug 2015 | $327.2M | $318.3M | $8.9M | 11 | 800 |
| May 2015 | $327.2M | $318.3M | $8.9M | 11 | 800 |
| Mar 2015 | $327.2M | $318.3M | $8.9M | 11 | 800 |
| Jan 2015 | $271.2M | $271.2M | $0 | 9 | 606 |
| Nov 2014 | $271.2M | $271.2M | $0 | 8 | 606 |
| Jul 2014 | $271.2M | $271.2M | $0 | 8 | 606 |
| Mar 2014 | $271.2M | $271.2M | $0 | 8 | 606 |
| Apr 2013 | $227.9M | $227.9M | $0 | 7 | 561 |
| Mar 2013 | $361.7M | $361.7M | $0 | 7 | 561 |
| Mar 2012 | $216M | $216M | $0 | 1 | 482 |
| Mar 2011 | $150.1M | $150.1M | $0 | 5 | -- |
| Mar 2010 | $146.2M | $146.2M | $0 | 5 | -- |
DateDec 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$63.2M
Employees28
Clients0
DateNov 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$63.2M
Employees28
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$63.2M
Employees28
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$38.4M
Employees24
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$38.4M
Employees24
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$38.4M
Employees24
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$38.4M
Employees24
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$38.8M
Employees24
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$38.8M
Employees24
Clients0
DateJul 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$39M
Employees20
Clients0
DateMay 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$39M
Employees20
Clients0
DateMay 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$39M
Employees20
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$39M
Employees20
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.1M
Employees19
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.1M
Employees19
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.1M
Employees19
Clients0
DateMar 2021
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateFeb 2021
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateJan 2021
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateJul 2020
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateJun 2020
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateMay 2020
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateMay 2020
Total AUM$923M
Discretionary$915.3M
Non-Disc.$7.7M
Employees18
Clients0
DateOct 2019
Total AUM$754.1M
Discretionary$746M
Non-Disc.$8.1M
Employees18
Clients0
DateMar 2019
Total AUM$754.1M
Discretionary$746M
Non-Disc.$8.1M
Employees18
Clients0
DateJan 2019
Total AUM$710.9M
Discretionary$702M
Non-Disc.$8.9M
Employees18
Clients0
DateJan 2019
Total AUM$710.9M
Discretionary$702M
Non-Disc.$8.9M
Employees18
Clients0
DateMar 2018
Total AUM$710.9M
Discretionary$702M
Non-Disc.$8.9M
Employees18
Clients0
DateAug 2017
Total AUM$384M
Discretionary$376.7M
Non-Disc.$7.3M
Employees14
Clients1,000
DateJun 2017
Total AUM$384M
Discretionary$376.7M
Non-Disc.$7.3M
Employees14
Clients1,000
DateApr 2017
Total AUM$384M
Discretionary$376.7M
Non-Disc.$7.3M
Employees14
Clients1,000
DateMar 2017
Total AUM$384M
Discretionary$376.7M
Non-Disc.$7.3M
Employees14
Clients1,000
DateDec 2016
Total AUM$344.4M
Discretionary$335.7M
Non-Disc.$8.7M
Employees15
Clients900
DateSep 2016
Total AUM$344.4M
Discretionary$335.7M
Non-Disc.$8.7M
Employees15
Clients900
DateMar 2016
Total AUM$344.4M
Discretionary$335.7M
Non-Disc.$8.7M
Employees15
Clients900
DateAug 2015
Total AUM$327.2M
Discretionary$318.3M
Non-Disc.$8.9M
Employees11
Clients800
DateMay 2015
Total AUM$327.2M
Discretionary$318.3M
Non-Disc.$8.9M
Employees11
Clients800
DateMar 2015
Total AUM$327.2M
Discretionary$318.3M
Non-Disc.$8.9M
Employees11
Clients800
DateJan 2015
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees9
Clients606
DateNov 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees8
Clients606
DateJul 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees8
Clients606
DateMar 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees8
Clients606
DateApr 2013
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees7
Clients561
DateMar 2013
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees7
Clients561
DateMar 2012
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees1
Clients482
DateMar 2011
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees5
Clients--