R.T. Jones Capital Equities Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$299,191,306
Clients
4,104
Advisors
5
of 7 employees
About
R.T. Jones Capital Equities Management provides fee‑only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, and offers separate account management through its Artesys® models. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as subadviser to a series of R.T. Jones Collective Investment Trust.
Its investment approach centers on proprietary Artesys Offensive and Defensive model portfolios that emphasize asset allocation, diversification, and periodic rebalancing under Modern Portfolio Theory, using mutual funds and ETFs. Portfolio decisions are implemented on a discretionary basis and the firm delivers much of its service digitally—clients receive quarterly performance reports and narrated/animated videos covering economic overview, performance, and investment education.
Distinctive features include the firm’s role managing pooled vehicles as a subadviser and its §3(38) plan services with fee arrangements tied to adding Artesys as a managed account/QDIA, and an unusually high client-to-advisor load (roughly 4,100 clients across six advisors, i.e., more than 600 clients per advisor). R.T. Jones also conducts outreach and educational events and distributes performance information to clients, and it does not describe standalone financial planning services in its brochure.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,000.01 - $1,500,000: 0.90% $1,500,000.01 - $2,500,000: 0.85% $2,500,000.01 - $3,500,000: 0.80% $3,500,000.01+: 0.75%
Fee-only: Fee-only investment management services to individuals, corporate pension and retirement plans, trusts, and endowments.
Main office
8151 Clayton Road, Suite 300
St. Louis MO 63117
Advisors at this office
5
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Artesys · R.T. Jones Capital Equities Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert J
Series 63, Series 66
St. Louis, MO
R.T. Jones Capital Equities Management Inc.
Robert Jones is a financial advisor with R.T. Jones Capital Equities Management Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with R.T. Jones Capital Equities, Inc. since 1987 and also works with Moloney Securities Co., Inc. Jones serves as CEO of R.T. Jones Capital Management Inc. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, employing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing under Modern Portfolio Theory. The firm offers discretionary portfolio management with a strong digital service component and serves as an ERISA §3(38) investment manager and subadviser to collective investment trusts.
Spencer S
Series 65
St. Louis, MO
R.T. Jones Capital Equities Management Inc.
Spencer Seggebruch is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, holding a Series 65 designation with 12 years of industry experience. He has been with R.T. Jones Capital Equities Management since 2013. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, utilizing proprietary Artesys model portfolios that focus on asset allocation, diversification, and periodic rebalancing. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as a subadviser to a series of collective investment trusts.
Jonathan S
Series 63, Series 65
St. Louis, MO
R.T. Jones Capital Equities Management Inc.
Jonathan Seiter is a financial advisor at R.T. Jones Capital Equities Management Inc. with 18 years of industry experience. He has held positions at Nuveen Investments and has been with R.T. Jones since 2022. He holds Series 63 and Series 65 licenses. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm utilizes proprietary Artesys model portfolios focused on asset allocation and diversification, managing portfolios on a discretionary basis and emphasizing digital client reporting and education.
Jane D
Series 63, Series 66
St. Louis, MO
R.T. Jones Capital Equities Management Inc.
Jane Davidson is a financial advisor at R.T. Jones Capital Equities Management Inc. in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at R.T. Jones since 2009 and Moloney Securities Co., Inc. since 2008. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, using proprietary Artesys model portfolios that emphasize asset allocation and diversification under Modern Portfolio Theory. The firm manages pooled vehicles as a subadviser and serves ERISA §3(38) plan sponsors, delivering much of its service digitally to a large client base.
Robert J
Series 65
St. Louis, MO
R.T. Jones Capital Equities Management Inc.
Robert Jones Jr. is a Series 65-licensed financial advisor with R.T. Jones Capital Equities Management Inc. in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience and is part of a six-advisor team. R.T. Jones Capital Equities Management provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments. The firm focuses on proprietary Artesys model portfolios emphasizing asset allocation and diversification, and serves as an ERISA §3(38) investment manager as well as a subadviser to collective investment trusts.
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