Jacobs Equity provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Jacobs Equity reports 141 clients. They include 96 individual clients and 45 high-net-worth individuals. Of its assets, 100.0% ($133M across 141 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 21% |
| High-net-worth individuals | 32% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 96 | $27.5M | 20.6% | $286K |
| High-net-worth individuals | 45 | $106M | 79.4% | $2.35M |
| Total | 141 | $133M | 100% | $945K |
- Clients
- 96
- Regulatory AUM
- $27.5M
- AUM share
- 20.6%
- Avg. per client
- $286K
- Clients
- 45
- Regulatory AUM
- $106M
- AUM share
- 79.4%
- Avg. per client
- $2.35M
Total
- Clients
- 141
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- $945K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Jacobs Equity is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Jacobs owns 75% or more of Jacobs Equity. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Jacobs Equity
Jeffrey Jacobs
Control person · since June 2008
Jacobs Equity’s regulatory assets grew from $112M (March 2025) to $133M (April 2026); clients were 141 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $133M | 141 | 3 | 3 |
| Mar 2025March 2025 | $112M | 137 | 3 | 3 |
Besides its headquarters, Jacobs Equity has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Utah · 1 listed address
- 12231 S 900 E, DraperHQ
Other business names
Jacobs Equity has reported 1 other business name to the SEC.
- Palisade Wealth Management
Contact and registration details
- Legal name
- Jacobs Equity
- Headquarters
- 12231 S 900 E, Draper, UT 84020
- Website
- palisadeadvisor.com
- Phone
- 650-387-3808
- SEC file
- 801-131649
- Structure
- Utah LLC
- Fiscal year end
- December
Jacobs Equity’s named custodian for separately managed accounts is Charles Schwab ($103M). Jacobs Equity does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $103M100%
At year end, Jacobs Equity’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 121 positions; the largest are Vanguard Intl Equity Index F (7.6%), Schwab Strategic TR (5.4%) and JPMORGAN Chase & CO (5.3%).
What the accounts hold
- Stocks2%
- Funds97%
- Cash1%
How many clients does Jacobs Equity have?
Jacobs Equity has 141 clients and manages $133 million for them, as of April 2026. They include 96 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Jacobs Equity offer?
Jacobs Equity provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jacobs Equity use?
Jacobs Equity’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Jacobs Equity have?
Jacobs Equity has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jacobs Equity invest in?
At the end of its last fiscal year, Jacobs Equity’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jacobs Equity?
Jacobs Equity’s direct owner is Jeffrey Jacobs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Jacobs Equity get paid?
Jacobs Equity is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jacobs Equity?
Jacobs Equity’s main office is at 12231 S 900 E, Draper, UT 84020. Its phone number is 650-387-3808. Its website is palisadeadvisor.com.
