R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

CRD 131804File 801-63242

APPROVED

Retail clients

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$351.8M

Below cohort median (national)

Discretionary AUM

$351.8M

Clients

4,108

4,108 accounts

Employees

Below cohort median in MO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jul 9, 2004
Principal office: 8151 CLAYTON ROAD, SUITE 300, ST. LOUIS, MO, 63117
Phone: 314-783-5000
Website: HTTP://WWW.ARTESYSONLINE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $351.8M
Discretionary AUM: $351.8M
Non-discretionary AUM: $0
Discretionary accounts: 4,108
Non-discretionary accounts: 0
Total accounts: 4,108
AUM per client: $86K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	1	$74K
High net worth individuals	41	$58.3M
Pooled investment vehicles	1	$5.8M
Pension and profit sharing plans	2	$46.7M
Individuals (other than high net worth individuals)	4,063	$240.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.