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R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804File 801-63242
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$351.8M
Below cohort median (national)
Discretionary AUM
$351.8M
Clients
4,108
4,108 accounts
Employees
7
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Disclosures | Yes | No | |
| Jul 1, 2026 | Clients | 4,658 | 4,108 | decreased by550 |
| Jul 1, 2026 | AUM | $415,946,157 | $351,765,962 | decreased by$64,180,195 |
| Jul 1, 2026 | Accounts | 4,658 | 4,108 | decreased by550 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 5,135 | 4,658 | decreased by477 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $483,945,816 | $415,946,157 | decreased by$67,999,659 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 5,136 | 4,658 | decreased by478 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,720 | 5,135 | decreased by585 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $535,565,627 | $483,945,816 | decreased by$51,619,811 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,807 | 5,136 | decreased by671 |
| Jul 1, 2022 | AUM | $526,767,423 | $535,565,627 | increased by$8,798,204 |
| Jul 1, 2022 | Accounts | 5,756 | 5,807 | increased by51 |
| Jul 1, 2021 | Clients | 8,336 | 5,720 | decreased by2,616 |
| Jul 1, 2021 | AUM | $489,218,672 | $526,767,423 | increased by$37,548,751 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JONES CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JONES CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.