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 an independent registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and delivery of educational seminars and workshops. The firm reports no active ESG investing focus and identifies as a domestic entity with individual ownership components.