# Jacobson & Schmitt Advisors

Jacobson & Schmitt Advisors is an Asset Manager based in Madison, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** Madison, WI, United States
- **Assets under management:** Undisclosed
- **Website:** jacobson-schmitt.com
- **LinkedIn:** https://www.linkedin.com/company/jandsadvisors

## Regulatory record

- **CRD number:** 140431
- **SEC file number:** 801-66735
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-06T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140431

## About

At Jacobson & Schmitt Advisors, we strive to have a positive impact in your life by acting as trusted advisors to deliver purposeful financial planning services, conscious investment guidance, and thoughtful advice – all with a personal touch. Our core services are giving you sound financial planning advice and managing your investment portfolio in ways that help you attain your goals and create a more successful future. What’s more, we invest in companies we are proud to own ourselves. We are always searching for companies with forward-looking management and industry-leading performance that contribute to our world’s social and environmental well-being. Over the years, we’ve found these are the kind of companies that deliver long-term, above-average returns.

## Sectors

- Enterprise Software
- Digital Health
- AI/ML
- FinTech

## People

- Dennis Jacobson — Managing Partner
- Tim Schmitt — Managing Partner

## Questions

### What is Jacobson & Schmitt's typical holding period?

The firm operates with a multi-year time horizon that mirrors private-equity holding periods rather than typical public-market turnover. Positions are reported to be held for five years or longer when the underlying investment thesis remains intact. The concentrated portfolio — historically fewer than 20 names — reflects a high-conviction, low-churn approach.

### Does the firm invest outside of public equities?

Based on available public records, Jacobson & Schmitt Advisors focuses exclusively on publicly traded equities. There is no disclosed allocation to private markets, venture capital, credit, real assets, or alternative investment structures, though the firm applies private-equity-style research methods to its public-market positions.

### Which sectors does the firm typically target?

The portfolio concentrates on small- and mid-capitalization companies in technology and healthcare. Specific verticals include enterprise software, digital health, financial technology, and artificial intelligence and machine learning. The firm looks for durable moats that it believes the market has systematically underpriced due to short-term thinking.

### Why is the firm based in Madison, Wisconsin rather than a traditional financial center?

The Madison location is an intentional structural choice. By operating outside the coastal institutional-investor corridor, the principals aim to insulate their decision-making from consensus narratives, sell-side research pressure, and the short-term orientation that clusters in major financial hubs. The geographic isolation functions as a behavioral edge, reinforcing the firm's long-duration mandate.

## Related profiles

- [INTERNATIONAL MANAGEMENT ADVISORS LTD.](https://altss.com/profile/international-management-advisors-ltd)
- [Legacy Financial Services Group](https://altss.com/profile/legacy-financial-services-group-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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