Investment adviser · CRD 131804
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
Investment adviser filing (IA)
ST. LOUIS, MO, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $352M Form ADV · Item 5.F
- Client accounts
- 4,108 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 4,063 | $240,909,792 | 68.5% |
| High-net-worth individuals | 41 | $58,281,514 | 16.6% |
| Retirement plans | 2 | $46,700,049 | 13.3% |
| Pooled investment vehicles | 1 | $5,800,149 | 1.6% |
| Charities | 1 | $74,458 | 0.0% |
Filing source
Form ADV 2117082 · Jul 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jul 1, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Educational seminars
Compensation
Percentage of assets
Principal office
8151 CLAYTON ROAD, SUITE 300ST. LOUIS, MO, 63117, United States
CRD 131804
Filing source
Form ADV 2117082 · Jul 1, 2026 · 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.