RIA Intelligence

CHARLES D. JONES CAPITAL MANAGEMENT, INC.

CRD #118218 SEC #801-62130 WACO, TX 254-751-0064
SEC Registered
Total AUM
$101M
Discretionary
$96M
Employees
5
Clients
11
Accounts
67

AUM Over Time

DateMar 2013
Total AUM$101M
Discretionary$96M
Non-Disc.$5M
Employees5
Clients26
DateMar 2012
Total AUM$97M
Discretionary$92M
Non-Disc.$5M
Employees1
Clients26
DateFeb 2011
Total AUM$90M
Discretionary$85M
Non-Disc.$5M
Employees5
Clients--
DateMar 2010
Total AUM$75M
Discretionary$65M
Non-Disc.$10M
Employees5
Clients--
DateFeb 2008
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$55.7M
Discretionary$50.7M
Non-Disc.$5M
Employees5
Clients--
DateDec 2005
Total AUM$75M
Discretionary$45M
Non-Disc.$30M
Employees5
Clients--