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R.T. Jones Capital Equities Management
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2004. The firm manages approximately...
R.T. Jones Capital Equities Management
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2004. The firm manages approximately $416 million in assets. It has 7 employees and 7 investment advisers.
General information
Firm type
Asset Manager
Year founded
1988
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, MO, United States
Principals
Robert T. Jones
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at R.T. Jones Capital Equities Management?
Robert T. Jones, the founder, is the central investment decision-maker. The firm has consistently operated as a closely held practice with no public history of a named CIO succession or external portfolio-manager hires.
What is the firm's investment strategy?
The firm manages concentrated, long-only US equity portfolios, typically holding 30 to 50 positions. The strategy relies on bottom-up fundamental research with a large-cap value orientation, benchmarked to the S&P 500.
Does R.T. Jones manage any vehicles beyond US equities?
No. Publicly available records and the firm's long track record suggest no expansion into fixed income, alternatives, private markets, or international equity strategies. It remains a single-strategy equity specialist.
Who are the firm's typical clients?
The client base includes high-net-worth individuals, trusts, and institutional accounts, per standard regulatory disclosures for its registered investment adviser structure. The firm does not publicly market to a broad retail audience.
Has the firm disclosed succession plans?
No succession plan has been publicly disclosed. Robert T. Jones has been the sole named principal since founding, and no announcement of a next-generation leadership transition is publicly available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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