JACOBI CAPITAL MANAGEMENT, LLC

PITTSTON, Pennsylvania·2 registered advisors·CRD# 147663

SEC# 801-693983570-826-1801

01

Firm Overview

AUM

$1.7B

Regulatory assets under management

Employees

24

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at JACOBI CAPITAL MANAGEMENT, LLC

2 registered advisors

April Lynn Vinciarelli

PITTSTON, Pennsylvania

Michael Joseph Hirthler

PITTSTON, Pennsylvania

05

Office Locations

PITTSTON, Pennsylvania

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Data sourced from SEC Form ADV filings. JACOBI CAPITAL MANAGEMENT, LLC (CRD# 147663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.