Jacobi Capital Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 147663
· SEC file 801-69398
· Pittston, PA
· WWW.JACOBICAPITAL.COM
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 3,024
- Avg AUM / client
- $874K
- Accounts
- 6,842
- Employees
- 31
AUM over time
$216M
$2.6B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,813 | $372M | 14.1% |
| High net worth individuals | 1,087 | $2.0B | 76.1% |
| Pension and profit sharing plans | 36 | $77.5M | 2.93% |
| Charitable organizations | 29 | $68.1M | 2.58% |
| Corporations and other businesses | 59 | $114M | 4.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sce Environmental Group Inc 401(k) Profit Sharing Plan & Trust Sce Environmental Group Inc | 2024 | |
| Mccarthy Tire Service Company 401(k) Profit Sharing Plan Mccarthy Tire Service Company | 2024 | |
| Mericle 401(k) Profit Sharing Plan Mericle Construction, Inc. | 2024 | |
| Golden Technologies 401(k) Plan Golden Brother, Inc. / Golden Technologies | 2024 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Hirthler | Managing Member | Mar 2008 (18y) | 75% or more | |
| April Lynn Vinciarelli | Chief Compliance Officer/ Chief Operating Officer | Oct 2008 (18y) | Less than 5% | |
| Timothy John Yurek | Registered representative | May 2009 (17y) | ||
| Joseph James Butcher | Registered representative | Jan 2010 (17y) | ||
| Rodman Charles Azar | Registered representative | Apr 2011 (15y) | ||
| Anthony Steven Martinelli | Registered representative | Jun 2014 (12y) | ||
| William Francis Medico | Registered representative | Jun 2014 (12y) | ||
| Jeffrey P Clemente | Registered representative | CFP | Jun 2015 (11y) | |
| Mary E Hirthler | Registered representative | Jun 2015 (11y) | ||
| John Bernard Mccarthy | Registered representative | Oct 2015 (11y) | ||
| Jason James Maile | Registered representative | May 2017 (9y) | ||
| Michael Dominic Lovecchio | Registered representative | CFP | May 2017 (9y) | |
| Francis Joseph Haas | Registered representative | May 2017 (9y) | ||
| Mathew Stephan Hammer | Registered representative | May 2017 (9y) | ||
| Robert S Rolland | Registered representative | Feb 2018 (8y) | ||
| Karen R Darby | Registered representative | Jan 2021 (6y) | ||
| Amy Melissa Lynott | Registered representative | Jan 2021 (6y) | ||
| Andrew Richard Avellan | Registered representative | Mar 2021 (5y) | ||
| Daniel Patrick Mc Donough | Registered representative | May 2022 (4y) | ||
| Thomas Clifford Romanowski | Registered representative | May 2022 (4y) | ||
| Kathleen A Johnson | Registered representative | Sep 2022 (4y) | ||
| Stephen Michael Salinger | Registered representative | Sep 2022 (4y) | ||
| Brandan Michael Bree | Registered representative | Jun 2024 (2y) | ||
| Kyle Andrew Bain | Registered representative | Jun 2024 (2y) | ||
| Richard Collins Clark | Registered representative | CFP Chartered Financial Consultant | Jun 2024 (2y) | |
| Michael Conway Bree | Registered representative | CFP Chartered Financial Consultant | Jun 2024 (2y) | |
| Helena Marie Benedetto Erman | Registered representative | Jun 2024 (2y) | ||
| Joseph Robert Ciavarelli | Registered representative | CFA | Jan 2025 (2y) | |
| Joseph Grayson Butcher | Registered representative | Dec 2025 (1y) | ||
| Troy Vincent Edwards | Registered representative | Dec 2025 (1y) | ||
| Christine Mc Casland | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sce Environmental Group Inc 401(k) Profit Sharing Plan & Trust | Sce Environmental Group Inc | 130 | $968K | 01/01/2024 |
| Mccarthy Tire Service Company 401(k) Profit Sharing Plan | Mccarthy Tire Service Company | 1,267 | $38.3M | 01/01/2024 |
| Mericle 401(k) Profit Sharing Plan | Mericle Construction, Inc. | 328 | $46.2M | 01/01/2024 |
| Golden Technologies 401(k) Plan | Golden Brother, Inc. / Golden Technologies | 286 | $8.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $2.4B (92% of AUM) Jun 2026
- TD Ameritrade $112M (16% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗