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| Keyboard |
| RT Jones Capital Equities Management Inc
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|---|---|
| CRD # | 131804 |
| SEC # | 801-63242 |
| CIK # | |
| AUM | 351.8 M (2026-06-29) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 314-783-5000 |
| Address | 8151 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,063 | 240.9 |
| (b) Individuals (high net worth individuals) | 41 | 58.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.8 |
| (g) Pension and profit sharing plans | 2 | 46.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,108 | 351.8 |
| By Discretionary | ||
| Discretionary | 4,108 | 351.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,108 | 351.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.8 | |
| Total | 4,108 | 351.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Resurgent Financial Advisors LLC
✚
|
GA | 354.7 M |
|
Wealth Advisors Northwest LLC
✚
|
OR | 354.3 M |
|
Cayside Partners LLC
✚
|
FL | 353.0 M |
|
JDM Financial Group LLC
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|
352.8 M | |
|
Elysium Wealth Management LLC
✚
|
UT | 352.3 M |
|
Innovative Advisory Partners LLC
✚
|
TN | 352.1 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |
|
Hutto Retirement Advisors LLC
✚
|
TX | 351.1 M |
|
Turn8 Private Wealth Inc
✚
|
350.0 M | |
|
FWG Investments LLC
✚
|
KY | 349.0 M |