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R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804 · SEC 801-63242
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4588 | $298.4M |
| High net worth individuals | 48 | $63.1M |
| Pooled investment vehicles | 1 | $5.1M |
| Pension/profit sharing plans | 20 | $49.3M |
| Charitable organizations | 1 | $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