# Jacobsma Financial

Jacobsma Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kurt-jacobsma-b4428b90

## Regulatory record

- **CRD number:** 330264
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330264

## About

JACOBSMA FINANCIAL is a state-registered investment adviser with $91,689 in regulatory assets under management. The firm manages $87,168 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What region or industry is associated with the Jacobsma name?

The surname Jacobsma is most concentrated in the Midwestern United States, particularly Iowa and Michigan, with Dutch-American heritage common among its bearers. No public records directly link the Jacobsma Financial entity to a specific city, operating business, or industry.

### Does Jacobsma Financial invest in private equity or venture capital?

No SEC Form ADV, fund-close announcement, or direct-investment press release names Jacobsma Financial as a limited partner or co-investor. While it is possible the office allocates to private markets through separately managed accounts or intermediary vehicles, no public evidence supports this.

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- [Wolf Pine Capital](https://altss.com/profile/wolf-pine-capital)
- [Valentine Wealth Management](https://altss.com/profile/valentine-wealth-management)

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Last updated: 2026-07-06T01:24:18.913Z

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