Daniel Patrick McDonough
Financial advisor at Jacobi Capital Management LLC · Pittston, PA
Last updated 2026-10-10
Claim your profileDaniel Patrick McDonough is a financial advisor at Jacobi Capital Management LLC in Pittston, PA, CRD 7493325. Licenses and exams on the registration: Series 65. First registered 2022-05-19.
Registration
- CRD number
- 7493325
- Registration status
- Active
- First registered
- 2022-05-19
- Years of experience
- 12
- States registered
- PA
Licenses and exams
- Series 65
Work history
- 2022-01 to 2023-08 · Jacobi Capital Management, LLC · Wilkes Barre, PA
- 2021-01 to 2022-01 · Self-Employed · Lake Ariel, PA
- 2014-06 to 2021-01 · Inprocess Consulting · Alpharetta, GA
- 2023-05 to Present · Jacobi Capital Management, LLC · Pittston, PA
Current employment
- Jacobi Capital Management, LLC · Pittston, PA
Jacobi Capital Management LLC
- Regulatory AUM
- $2,642,543,015
- Registered advisors
- 32
- Offices
- 5
- Clients per advisor
- 94.5 (Moderate)
- Average AUM per client
- $873.9K (Low)
- High-net-worth client ratio
- 35.9% (Moderate)
Jacobi Capital Management LLC: advisors, services and reported ETF investments
Reported ETF positions
Jacobi Capital Management reports 252 ETF positions worth $1.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $301M |
| QQQ — Invesco QQQ Trust, Series 1 | $66.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $38.2M |
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $33.8M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $32.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Jacobi Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $3.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $3.8M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $8.7M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $526.3K | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Jacobi Capital Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
154 Enterprise Way, Pittston, PA 18640
31 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 570-826-1801
- Website: jacobicapital.com
Official record
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