R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $351.8M |
| Discretionary | $351.8M100% of AUM |
| Client Accounts | 4,108 |
| Avg Account Size | $86K |
| Employees | 7 |
| Peak AUM | $555.6MJun 2019 |
| AUM CAGR | +6.6% /yrover 22 yrs · 71 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $352M | 15.4% | 9.0% | 7.8% | |
| Discretionary AUM | $352M | ||||
Key Metrics
| Total AUM | $351.8M |
| Discretionary | $351.8M |
| Employees | 7 |
| Client Accounts | 4108 |
Contact & Location
Address
8151 CLAYTON ROAD
ST. LOUIS MO 63117
Phone
314-783-5000
Filing History
71 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$352M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported