Shayne & Jacobs provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Shayne & Jacobs reports 169 clients. They include 137 high-net-worth individuals, 23 individual clients, and 9 corporations and other businesses. Of its assets, 100.0% ($429M across 231 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 2% |
| High-net-worth individuals | 81% | 87% |
| Charitable organizations | Fewer than 5 | 3% |
| Insurance companies | Fewer than 5 | <1% |
| Corporations and other businesses | 5% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $9.48M | 2.2% | $412K |
| High-net-worth individuals | 137 | $375M | 87.3% | $2.74M |
| Charitable organizations | Fewer than 5 | $14.8M | 3.4% | — |
| Insurance companies | Fewer than 5 | $3.88M | 0.9% | — |
| Corporations and other businesses | 9 | $26.3M | 6.1% | $2.92M |
| Total | 169 | $429M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $9.48M
- AUM share
- 2.2%
- Avg. per client
- $412K
- Clients
- 137
- Regulatory AUM
- $375M
- AUM share
- 87.3%
- Avg. per client
- $2.74M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.8M
- AUM share
- 3.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.88M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $26.3M
- AUM share
- 6.1%
- Avg. per client
- $2.92M
Total
- Clients
- 169
- Regulatory AUM
- $429M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 0
Shayne & Jacobs charges up to 1.00% a year for its Annual advisory fee. The fee is billed in advance or in arrears. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consultation-only advisory
- Non-discretionary consultation-only advisory is charged a negotiated fee, generally only in special circumstances.
- Pre-combination Jacobs clients
- Clients of Jacobs Investment Management before the August 2023 combination pay 0.25% per quarter on the first $5,000,000 under management, 0.175% per quarter up to $10,000,000, and 0.125% per quarter above that.
- Pre-combination Shayne & Co. clients
- Clients of Shayne & Co. before the August 2023 combination are billed 1% on equities, 0.35% on equity-oriented funds, 0.25% on fixed-income funds, and at most 0.5% on Treasuries, money funds and cash, as annual rates.
William Jacobs owns 75% or more of Shayne & Jacobs. The leadership team of Shayne & Jacobs includes President William Jacobs. It has 5 employees, 4 of them in advisory roles.
Leadership
William JacobsPresident, Chief Compliance Officer- Thomas ChapmanSecretary
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Shayne & Jacobs, LLC
William Jacobs
Control person · since March 2025
Shayne & Jacobs’ regulatory assets grew from $298M (March 2021) to $429M (March 2026); clients rose from 99 to 169 and employees from 3 to 5. In 2023, Jacobs Investment Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $429M | 169 | 5 | 1 |
| March 2025 | $562M | 179 | 5 | 1 |
| June 2024 | $483M | 157 | 5 | 1 |
| March 2023 | $334M | 125 | 3 | 1 |
| March 2022 | $334M | 119 | 3 | 1 |
| March 2021 | $298M | 99 | 3 | 1 |
Firms that joined
20231 joined
- Jacobs Investment ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Shayne & Jacobs has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 4015 Hillsboro Pike, Suite 203, NashvilleHQ
Contact and registration details
- Legal name
- Shayne & Jacobs, LLC
- Headquarters
- 4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776
- Website
- shayneandjacobs.com
- Phone
- 615-250-1600
- SEC file
- 801-56424
- Founded
- 1994
- Structure
- Tennessee LLC
- Fiscal year end
- December
Shayne & Jacobs uses Charles Schwab ($429M) as custodian for its separately managed accounts. Shayne & Jacobs has custody of $62.8M in client assets for 32 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $429M100%
At year end, Shayne & Jacobs’ separately managed accounts were mostly in stocks (62%) and bonds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $337M across 101 positions; the largest are Berkshire Hathaway Inc. Del (23.8%), Hca Healthcare Inc. (10.6%) and Vanguard Index Fds (4.3%).
What the accounts hold
- Stocks62%
- Funds7%
- Bonds23%
- Cash8%
Reported 13F holdings
- $337M
- Reported 13F value
- 101
- Positions
- 61.3%
- In the 10 largest
- +4.2%
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New23.8%
- Hca Healthcare Inc.10.6%
- Vanguard Index Fds · Total Stk Mkt4.3%
- American Express CO4.1%
- Sysco Corp.4.0%
- Berkshire Hathaway Inc. Del · CL A3.3%
- Applied Matls Inc.3.3%
- Technipfmc PLC3.0%
- Alphabet Inc. · Cap Stk CL A2.7%
- Goldman Sachs Group Inc.2.2%
Together, the ten largest are 61.3% of reported value.
How many clients does Shayne & Jacobs have?
Shayne & Jacobs has 169 clients and manages $429 million for them, as of March 2026. They include 137 high-net-worth individuals, 23 individual clients, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Shayne & Jacobs offer?
Shayne & Jacobs provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Shayne & Jacobs charge?
Shayne & Jacobs charges up to 1.00% a year for its Annual advisory fee. The fee is billed in advance or in arrears.
Which custodians does Shayne & Jacobs use?
Shayne & Jacobs’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $429M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Shayne & Jacobs have?
Shayne & Jacobs has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Shayne & Jacobs invest in?
At the end of its last fiscal year, Shayne & Jacobs’ separately managed accounts held 62% exchange-traded equities, 23% U.S. government and agency bonds, 8% cash and equivalents and 7% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Shayne & Jacobs?
Shayne & Jacobs’ direct owner is William Jacobs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Shayne & Jacobs get paid?
Shayne & Jacobs is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Shayne & Jacobs registered with the SEC?
Yes, Shayne & Jacobs has been registered with the SEC as an investment adviser since 9 April 1999. Its CRD number is 109423 and its SEC file number is 801-56424.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Shayne & Jacobs?
Shayne & Jacobs’ main office is at 4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776. Its phone number is 615-250-1600. Its website is shayneandjacobs.com.