Falists
← Back to search

R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

CRD 131804 · SEC 801-63242

Visit website

8151 CLAYTON ROAD, SUITE 300, ST. LOUIS, MO, 63117, United States

Phone

314-783-5000

Fax

314-783-5015

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$415.9M

Discretionary AUM

$415.9M

Team

7 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-06-29

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars

Client types

TypeClientsAUM
Individuals4588$298.4M
High net worth individuals48$63.1M
Pooled investment vehicles1$5.1M
Pension/profit sharing plans20$49.3M
Charitable organizations1$72K

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD