JACOBI CAPITAL MANAGEMENT, LLC

154 Enterprise Way
Pittston, Pennsylvania 18640
Tel: 570-826-1801

About JACOBI CAPITAL MANAGEMENT, LLC

JACOBI CAPITAL MANAGEMENT, LLC, formally registered with the SEC as JACOBI CAPITAL MANAGEMENT, LLC. The firm was established in 08/07/2008. They have over 4 offices throughout the country.

JACOBI CAPITAL MANAGEMENT, LLC is a Pittston, Pennsylvania based Financial Planning firm with nearly $1,692,446,290 assets under management, offering retirement planning & investment advisory services to 5591 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147663
SEC#	801-69398
Assets Managed by Firm	$1,692,446,290
No. of Clients	5591
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5591	$1,692,446,290
Individuals (other than high net worth individuals)	1639	$266,023,070
High net worth individuals	737	$1,236,582,355
Pension and profit sharing plans	41	$66,921,430
Charitable organizations	22	$39,835,590
Corporations or other businesses	53	$83,083,845

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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