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⚲
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| RT Jones Capital Equities Management Inc
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|
|---|---|
| CRD # | 131804 |
| SEC # | 801-63242 |
| CIK # | |
| AUM | $415.9 M (2025-06-29) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 314-783-5000 |
| Address | 8151 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,588 | 298.4 |
| (b) Individuals (high net worth individuals) | 48 | 63.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.1 |
| (g) Pension and profit sharing plans | 20 | 49.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,658 | 415.9 |
| By Discretionary | ||
| Discretionary | 4,658 | 415.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,658 | 415.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.9 | |
| Total | 4,658 | 415.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titan Retirement Advisors LLC
✚
|
TX | 0.4 |
|
Drake & Associates LLC
✚
|
WI | 0.4 |
|
Nicholas Wealth LLC
✚
|
GA | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
Parkview Ltd
✚
|
0.4 | |
|
Hixon Zuercher LLC
✚
|
OH | 0.4 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
Cloud Capital LLC
✚
|
0.4 |