Wealth Manager
    Manages Private Funds

    Jacobs & Company

    Registered investment advisor · Charleston, West Virginia · CRD #109133

    Assets Under Management
    $29M
    Client Accounts
    24
    Employees
    1
    CRD Number
    109133
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jacobs & Company

    Jacobs & Company is a registered investment advisory firm headquartered in Charleston, West Virginia, managing approximately $29M in regulatory assets across 24 client accounts. The firm's full regulatory record is filed with the SEC under CRD #109133.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Jacobs & Company's AUM?

    Jacobs & Company reports approximately $29M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jacobs & Company headquartered?

    Jacobs & Company is headquartered in Charleston, West Virginia.

    What is Jacobs & Company's CRD number?

    Jacobs & Company's CRD number is 109133. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jacobs & Company manage?

    Jacobs & Company manages approximately 24 client accounts according to its latest SEC filing.

    Is Jacobs & Company SEC registered?

    Jacobs & Company is registered as a STATE investment adviser.

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