Investment adviser · CRD 133939

STEPHEN JONES CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Dec 4, 2012

Regulatory AUM
$6.48M
Form ADV · Item 5.F
Client accounts
20
Accounts, not individual clients
Employees
3
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: Dec 4, 2012. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

5401 MARYANNA DR
AUSTIN, TX, 78746, United States

CRD 133939

Filing source

Form ADV 680012 · Dec 4, 2012 · 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.