Fee-only adviser · St. Louis, MO
R.t. Jones Capital Equities Management Inc.
R.t. Jones Capital Equities Management Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in St. Louis, Missouri. On its latest Form ADV, filed July 1, 2026, it reports $352M in regulatory assets under management, 4,104 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 131804 · SEC file 801-63242 |
| Office | 8151 Clayton Road Suite 300 St. Louis, MO 63117 |
| Phone | (314) 783-5000 |
| Website | www.artesysonline.com |
| Regulatory assets under management | $352M |
| Individual clients | 4,063 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
- Ladue 1 firm
- Clayton 9 firms
- Webster Groves 1 firm
- Kirkwood 1 firm
- Creve Coeur 2 firms
- Sunset Hills 1 firm
- Chesterfield 10 firms
- Ellisville 2 firms
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