Franklin Jacobsen
Jacobsen Capital Management · Salt Lake City, Utah
Franklin 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 TX, UT · CRD 8258905 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jacobsencapital.com |
How Franklin'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 Franklin
Is Franklin Jacobsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Franklin 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 Franklin charge for financial advice?
Franklin's firm, Jacobsen Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Franklin Jacobsen based?
Franklin Jacobsen is based in Salt Lake City, Utah.
Is Franklin Jacobsen registered with the SEC?
Yes. Franklin Jacobsen is registered as an investment adviser representative in TX and UT (CRD 8258905), 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 Franklin Jacobsen?
Through Franklin'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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