Jacobs & Company, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 259
- Avg AUM / client
- $4.5M
- Accounts
- 809
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $8.2M | 0.71% |
| High net worth individuals | 227 | $1.1B | 97.2% |
| Pension and profit sharing plans | 9 | $24.3M | 2.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan San Diego Diagnostic Radiology Medical Group, Inc. | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacobson, Matt, David | Managing Member | Aug 1988 (38y) | 50% – 75% | |
| Newmeyer, Thomas, William | Managing Member | Aug 2002 (24y) | 25% – 50% | |
| Newmeyer, Susan, Alice | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan | San Diego Diagnostic Radiology Medical Group, Inc. | 147 | $116M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 908 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗