The R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. is a privately held investment adviser that advises $351.77mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 33.22% over the last 5-years.
The Group has been registered with the SEC for 22.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8151 CLAYTON ROAD SUITE 300, ST. LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 7 investment and 0 non-investment staff. The total number of Employees decreased by 12.5% over the last 5-years.
Their $351.77mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of Individuals clients own $240.91mn or 68.49% of Total Assets and High Net Worth Individuals own $58.28mn or 16.57% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.