About Jacobi Capital Management, LLC
<p>Built around the “Invert, Always Invert” approach inspired by mathematician Carl Gustav Jacobi, Jacobi Capital Management, LLC looks at goals and risks from multiple angles before setting an investment strategy for a plan or household.</p> <p>Founded in 2008, the firm is headquartered in Berwyn on Philadelphia’s Main Line, with additional offices in Pittston in Northeastern Pennsylvania and Wilmington in the Greater Philadelphia/Delaware region. Jacobi Capital Management is a Registered Investment Adviser (RIA) and a fiduciary, and it reports $2.2B in assets under management (2026).</p> <p>Jacobi works with high-net-worth individuals, families, business owners, partnerships, corporations, non-profits, and retirement plans and pensions. The practice includes independent investment advice and proprietary management, with services that tie investment decisions to retirement and estate planning priorities.</p> <p>One point that sets the firm apart is how formally it applies the “invert” framework to stress-test decisions and assumptions before putting money to work. The advisory team includes Barron’s top advisor Michael Hirthler.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for retirement plan sponsors</li> <li>3(21) fiduciary services</li> <li>Wealth management and financial planning</li> <li>Investment, retirement, and estate planning coordination</li> <li>Independent advice and proprietary portfolio management</li> </ul>
Website: https://www.jacobicapital.com/
Founded: 2008
Office Locations
- Pittston, PA
- Berwyn, PA (Headquarters)
- Wilmington, DE
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $2.2B