Se connecter Inscription gratuite

Rt Jones Capital Equities Inc (St Louis)


Rt Jones Capital Equities Inc is a pension cosultant based in St Louis. It manages $7.42 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, and Missouri.

Logo

Rt Jones Capital Equities provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rt Jones Capital Equities: assets under management

The assets under management (AUM) of Rt Jones Capital Equities Inc is $7.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $530.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rt Jones Capital Equities Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Robert Terrence Jones Owner 1 Nov 1987 25% - 50% 1518153

Based in St Louis

The principal office where Rt Jones Capital Equities Inc performs its advisory services is located at 8151 Clayton Rd, St Louis, MO 63117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-783-5000 or by fax 314-783-5015. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at rtjones.com.


Registered investment advisers similar to Rt Jones Capital Equities Inc