# JACOBSEN CAPITAL MANAGEMENT, LLC

JACOBSEN CAPITAL MANAGEMENT, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 116085
- Type: SEC-registered investment adviser
- SEC file number: 801-63010
- Location: 101 SOUTH 200 EAST, SUITE 524, SALT LAKE CITY, UT, 84111
- Phone: 801-746-7171
- Latest filing: 2026-03-17
- Regulatory AUM: $562.9M
- Discretionary AUM: $562.9M
- Clients: 4
- Accounts: 535

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Eric Michael Jacobsen | PRINCIPAL | — |
| Amy Jacobsen | MEMBER | — |
| Michael Ryan Brown | PARTNER; PARTNER/CCO | — |
| Layna Nicole Morrison | CHIEF COMPLIANCE OFFICER | — |
| Layna Nicole Hughes | CHIEF COMPLIANCE OFFICER | — |
| JACOBSEN ERIC MICHAEL | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| JACOBSEN ERIC M | PRINCIPAL | — |
| MORRISON DANTIN BREA NICOLE | CHIEF COMPLIANCE OFFICER | — |
| JACOBSEN AMY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116085/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116085/similar
- Related entities: https://search.stillhousedata.com/firm/116085/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116085

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.