R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
B53
CRD 131804·SEC 801-63242·ST. LOUIS, MO
AUM
$415.9M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $555.6M
'21 · $489.2M
'22 · $526.8M
'23 · $535.6M
'25 · $415.9M
'26 · $415.9M
'20'26
$555.6M → $415.9M▼ -25%
Client mix
| Individuals Other | 4,588 |
| Individuals High Net Worth | 48 |
| Pension Profit Sharing Plans | 20 |
| Pooled Investment Vehicles | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited