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Thomas Candow Jacobs

MARIDEA WEALTH MANAGEMENT
MARFA, TX
·CRD# 5840128·13 years experience

Professional Summary

Thomas Candow Jacobs is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Marfa, Texas. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Thomas has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

MARIDEA WEALTH MANAGEMENT·CRD# 325523
RIA
1. Marfa, TX2. 25 Kent Avenue Suite 401, Brooklyn, NY 11249
February 29, 2024 - Present
HUCKLEBERRY CAPITAL MANAGEMENT, LLC·CRD# 173149
RIA
Marfa, TX
December 22, 2015 - November 8, 2024
ZT WEALTH ADVISORY·CRD# 158972
RIA
Marfa, TX
May 11, 2013 - February 11, 2016

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Current Firm

MW
MARIDEA WEALTH MANAGEMENT

ASHFORD INVESTMENT ADVISORS | VITALSTONE FINANCIAL | RIVER CITIES FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP | BAY STREET CAPITAL HOLDINGS

CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - SEC (1/31/2024 Approved)

Contact Information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Phone Number

(347) 289-5227

# of Employees

48

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,904

AUM (Assets Under Management)

$958,721,478

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Jaocbs serves as an Investment Adviser Representative for Huckleberry Capital Management, LLC since 01/2015 and with Maridea Wealth Management since 02/2024. This dual registration is strictly for transitional purposes only. COMPLETE GROWTH INVESTOR LLC, A DELAWARE LIMITED LIABILITY CORPORATION. INVESTMENT-RELATED. PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX, 79843 NATURE: Complete Growth Investor is a Limited Liability Corporation that makes 1-2 small private investments per year. POSITION: Managing Member. START: 01/2004. HOURS/MONTH: <5 hours per month.. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: Selecting and making small investments on behalf of the partners in various entities, typically one or two investments per year. THE MARFA GROUP, INC., A TEXAS S CORPORATION NON-INVESTMENT RELATED PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX 79843 POSITION: Principal START: 01/2010 HOURS/MONTH: 20. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: The Marfa Group is an S Corp formed for the purpose of Mr. Jacobs' business activities, including public speaking engagements on investment topics; writing on investment topics; writing and publishing my own investing books; and editing investment publications of others. REGREEN BIG BEND LLC NON-INVESTMENT RELATED PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX 79843 POSITION: Habitat Conservationist START: 01/2023 HOURS/MONTH: 20. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: Buy land near Big Bend National Park. Grow native plants. Plant them on the land. Hope for other native species to thrive in rehabbed ecosystem.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MARIDEA WEALTH MANAGEMENT

ASHFORD INVESTMENT ADVISORS | VITALSTONE FINANCIAL | RIVER CITIES FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP | BAY STREET CAPITAL HOLDINGS

CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - SEC (1/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(2/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2013About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas Candow Jacobs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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