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JACOBSEN CAPITAL MANAGEMENT, LLC

Doing business as JACOBSEN CAPITAL MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$562,862,022
Discretionary
$562,862,022
Non-discretionary
$0

Firm details

CRD number
116085
SEC file number
801-63010
Main office
SALT LAKE CITY, UT, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.