Investment adviser · CRD 118218

CHARLES D. JONES CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

WACO, TX, United States · Form ADV filed Mar 6, 2013

Regulatory AUM
$101M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 6, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5015 FORT AVENUE
WACO, TX, 76710-5828, United States

CRD 118218

Filing source

Form ADV 707270 · Mar 6, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.