JONES CAPITAL ADVISORS, LLC

Overview

Jones Capital Advisors, LLC operates as a small, independent registered investment adviser focused on individuals, families and small-business owners. The firm’s advisory offering centers on financial planning and discretionary portfolio management billed as a percentage of assets under management. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. The firm is structured as a Limited Liability Company under individual ownership and maintains an affiliation with an insurance company, which suggests it may incorporate insurance products into planning or distribution channels. Jones Capital Advisors does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices