Shayne & Jacobs

Shayne & Jacobs

Founded in 1994 by Jon Shayne and Bill Jacobs, Shayne & Jacobs operates as a value-focused registered investment adviser from a single office in Nashville's Green Hills neighborhood. The firm serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses through separately managed accounts. The advisory relationship is grounded in fee-only billing, avoiding the conflicts embedded in commission-based models. The firm pursues a value-investing philosophy across public equities, though specific asset-class allocations or private-market activity are not publicly detailed. Portfolio construction relies on individual security selection rather than packaged products, reflecting the principals' direct management of client capital. Geographic concentration is undisclosed, but the client base and investment emphasis appear centered on US-domiciled assets and entities, consistent with the firm's regulatory filings as a domestic adviser. Team size and regulatory assets under management are not publicly disclosed, reinforcing the firm's deliberately low-profile operational posture. Shayne & Jacobs does not market adjacent philanthropic vehicles, co-investor clubs, or alternative investment platforms. No operational event from the last 24 months could be verified through available public sources. Shayne & Jacobs stands apart structurally as a pure separate-account manager operating without pooled funds. This architecture means each client owns their securities directly, a model that prioritizes customization and tax efficiency over scalability. The dual-principal leadership — maintained since inception — provides continuity that large institutional platforms with rotating manager rosters cannot replicate.