R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD #131804 SEC #801-63242 ST. LOUIS, MO 314-783-5000
SEC Registered Disclosures
Total AUM
$415.9M
Discretionary
$415.9M
Employees
7
Clients
--
Accounts
4,658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $415.9M | $415.9M | $0 | 7 | 0 |
| Jun 2024 | $483.9M | $483.9M | $0 | 7 | 0 |
| Jun 2023 | $466.1M | $466.1M | $0 | 7 | 0 |
| Jun 2022 | $535.6M | $535.6M | $0 | 8 | 0 |
| Jun 2021 | $526.8M | $526.8M | $0 | 8 | 0 |
| Jan 2021 | $489.2M | $489.2M | $0 | 8 | 0 |
| Jun 2020 | $489.2M | $489.2M | $0 | 8 | 0 |
| Jun 2020 | $489.2M | $489.2M | $0 | 8 | 0 |
| Jun 2019 | $555.6M | $555.6M | $0 | 6 | 0 |
| Sep 2018 | $469.2M | $469.2M | $0 | 7 | 0 |
| Jun 2018 | $469.2M | $469.2M | $0 | 7 | 0 |
| Jun 2017 | $466.8M | $466.8M | $0 | 7 | 9,322 |
| Jun 2016 | $429.2M | $429.2M | $0 | 7 | 8,899 |
| Oct 2015 | $435.4M | $435.4M | $0 | 7 | 8,789 |
| Jul 2015 | $481.2M | $481.2M | $0 | 7 | 8,600 |
| Jun 2015 | $481.2M | $481.2M | $0 | 7 | 8,600 |
| Mar 2015 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| Jan 2015 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| Nov 2014 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| Nov 2014 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| Oct 2014 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| Jun 2014 | $481.3M | $481.3M | $0 | 6 | 7,800 |
| May 2014 | $453.6M | $453.6M | $0 | 6 | 5,800 |
| Jan 2014 | $453.6M | $453.6M | $0 | 6 | 5,800 |
| Jan 2014 | $438.5M | $438.5M | $0 | 6 | 5,800 |
| Oct 2013 | $438.5M | $438.5M | $0 | 6 | 5,800 |
| Oct 2013 | $438.5M | $438.5M | $0 | 6 | 5,800 |
| Jul 2013 | $345.4M | $345.4M | $0 | 6 | 5,800 |
| May 2013 | $345.4M | $345.4M | $0 | 6 | 5,800 |
| Apr 2013 | $345.4M | $345.4M | $0 | 6 | 5,800 |
| Dec 2012 | $258M | $258M | $0 | 6 | 4,300 |
| Jul 2012 | $258M | $258M | $0 | 6 | 4,300 |
| Apr 2012 | $258M | $258M | $0 | 6 | 4,300 |
| Apr 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Mar 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Mar 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Jan 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Jan 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Jan 2012 | $209.3M | $209.3M | $0 | 6 | 3,400 |
| Nov 2011 | $144.6M | $144.6M | $0 | 6 | 1,000 |
| Aug 2011 | $144.6M | $144.6M | $0 | 10 | -- |
| Jun 2011 | $144.6M | $144.6M | $0 | 10 | -- |
| Jun 2011 | $77.3M | $77.3M | $0 | 10 | -- |
| Apr 2011 | $77.3M | $77.3M | $0 | 10 | -- |
| Mar 2011 | $77.3M | $77.3M | $0 | 10 | -- |
| Dec 2010 | $77.3M | $77.3M | $0 | 10 | -- |
| Jul 2010 | $77.3M | $77.3M | $0 | 10 | -- |
| Oct 2009 | $48.1M | $48.1M | $0 | -- | -- |
| Jun 2009 | $48.1M | $48.1M | $0 | -- | -- |
| Mar 2009 | $64.8M | $64.8M | $0 | 5 | -- |
| Jan 2008 | $78.6M | $78.6M | $0 | 5 | -- |
| May 2007 | $78.6M | $78.6M | $0 | 5 | -- |
| Apr 2007 | $78.6M | $78.6M | $0 | 5 | -- |
| Jun 2005 | $103.1M | $103.1M | $0 | 5 | -- |
| Dec 2004 | $85.7M | $85.7M | $0 | 5 | -- |
DateJun 2025
Total AUM$415.9M
Discretionary$415.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$526.8M
Discretionary$526.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$555.6M
Discretionary$555.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$469.2M
Discretionary$469.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$469.2M
Discretionary$469.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$466.8M
Discretionary$466.8M
Non-Disc.$0
Employees7
Clients9,322
DateJun 2016
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees7
Clients8,899
DateOct 2015
Total AUM$435.4M
Discretionary$435.4M
Non-Disc.$0
Employees7
Clients8,789
DateJul 2015
Total AUM$481.2M
Discretionary$481.2M
Non-Disc.$0
Employees7
Clients8,600
DateJun 2015
Total AUM$481.2M
Discretionary$481.2M
Non-Disc.$0
Employees7
Clients8,600
DateMar 2015
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateJan 2015
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateNov 2014
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateNov 2014
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateOct 2014
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateJun 2014
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees6
Clients7,800
DateMay 2014
Total AUM$453.6M
Discretionary$453.6M
Non-Disc.$0
Employees6
Clients5,800
DateJan 2014
Total AUM$453.6M
Discretionary$453.6M
Non-Disc.$0
Employees6
Clients5,800
DateJan 2014
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees6
Clients5,800
DateOct 2013
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees6
Clients5,800
DateOct 2013
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees6
Clients5,800
DateJul 2013
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees6
Clients5,800
DateMay 2013
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees6
Clients5,800
DateApr 2013
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees6
Clients5,800
DateDec 2012
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees6
Clients4,300
DateJul 2012
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees6
Clients4,300
DateApr 2012
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees6
Clients4,300
DateApr 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateMar 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateMar 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateJan 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateJan 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateJan 2012
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients3,400
DateNov 2011
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees6
Clients1,000
DateAug 2011
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees5
Clients--