Shayne & Jacobs, Llc
- Regulatory AUM
- $429M
- Discretionary
- $429M
- Clients
- 169
- Avg AUM / client
- $2.5M
- Accounts
- 231
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $9.5M | 2.21% |
| High net worth individuals | 137 | $375M | 87.3% |
| Charitable organizations | Fewer than 5 clients | $14.8M | 3.44% |
| Insurance companies | Fewer than 5 clients | $3.9M | 0.9% |
| Corporations and other businesses | 9 | $26.3M | 6.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bradley Arant Boult Cummings Llp Retirement Plan Bradley Arant Boult Cummings Llp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shayne, Jonathan, Allen | Co President, Chief Compliance Officer | Sep 1994 (32y) | 50% – 75% | |
| Thomas Winn Chapman | Secretary | Jan 2005 (22y) | Less than 5% | |
| William Edward Jacobs | Co President | CFP CFA | Aug 2023 (3y) | 50% – 75% |
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 |
|---|---|---|---|---|
| Bradley Arant Boult Cummings Llp Retirement Plan | Bradley Arant Boult Cummings Llp | 1,172 | $694M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 935 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
Custody
Reported custodians
- Charles Schwab & Co. $429M (100% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗