R.T. Jones Capital Equities Management Inc.

RIASEC RegisteredEst. 2004

Total AUM

$352M

Discretionary

$352M

100% of AUM

Avg account

$85.6K

Accounts

4,108

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 131804
Registered since: July 9, 2004
Website: artesysonline.com
Custodians: ONEAMERICA SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: Individuals68.49%
HNWI16.57%
Pension & Profit Sharing Plans13.28%
Pooled Investment Vehicles1.65%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

R.T. Jones Capital Equities Management Inc. is a corporation that has been SEC-registered since 2004. The firm serves individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and offering educational seminars or workshops. The firm is not flagged as an active ESG investor and is not registered as a multi-state or newly formed adviser. The organization's structure is listed as a domestic entity with individual ownership elements, and it does not operate as a capital allocator in the sense of running a dedicated external manager selection program. Advisory activities emphasize traditional portfolio management rather than pension consulting or family office services.