Eric Jacobsen
Jacobsen Capital Management · Salt Lake City, Utah
Eric Jacobsen is a fee-only financial advisor at Jacobsen Capital Management in Salt Lake City, Utah. Jacobsen Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Jacobsen Capital Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $562.9M across 535 accounts |
| SEC registration | Investment adviser representative in AZ, TX, UT · CRD 2155456 |
| Exams passed | Series 63 (1991) · Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jacobsencapital.com |
How Eric's firm compares
- Jacobsen Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 535 accounts).
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Questions about Eric
Is Eric Jacobsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Jacobsen Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Jacobsen Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Jacobsen based?
Eric Jacobsen is based in Salt Lake City, Utah.
Is Eric Jacobsen registered with the SEC?
Yes. Eric Jacobsen is registered as an investment adviser representative in AZ, TX and UT (CRD 2155456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jacobsen Capital Management manage?
Jacobsen Capital Management reports $562.9M across 535 accounts in assets under management.
How do I contact Eric Jacobsen?
Through Eric's website, www.jacobsencapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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