# R.T. Jones Capital Equities Management Inc.

> R.T. Jones Capital Equities Management Inc. is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 131804
- Filed as: R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
- Also doing business as: ARTESYS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131804
- AdvisorCensus page: https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804

## Quick answers

**How is R.T. Jones Capital Equities Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), R.T. Jones Capital Equities Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is R.T. Jones Capital Equities Management Inc. located?**
R.T. Jones Capital Equities Management Inc.'s principal office is in St. Louis, MO, according to its Form ADV.

**Is R.T. Jones Capital Equities Management Inc. registered with the SEC or a state?**
R.T. Jones Capital Equities Management Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131804.

**How much does R.T. Jones Capital Equities Management Inc. manage?**
R.T. Jones Capital Equities Management Inc. reports $351,765,962 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have R.T. Jones Capital Equities Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for R.T. Jones Capital Equities Management Inc.: Regulatory assets under management: $526,767,423 in the October 2021 data and $351,765,962 in the October 2026 data, down 33%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does R.T. Jones Capital Equities Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,063); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does R.T. Jones Capital Equities Management Inc. use?**
R.T. Jones Capital Equities Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Oneamerica Securities, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does R.T. Jones Capital Equities Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131804

**Does R.T. Jones Capital Equities Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "R.T. Jones generally does not impose any particular minimum account size."

**What changed in R.T. Jones Capital Equities Management Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: None

> R.T. Jones generally does not impose any particular minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Oneamerica Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $351,765,962
- Discretionary: $351,765,962
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,063 | $240,909,792 |
| High net worth individuals | 41 | $58,281,514 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,800,149 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $46,700,049 |
| Charitable organizations | 1 | $74,458 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (22 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [artesysonline.com](https://artesysonline.com)
- [g.page/r/CZFPcccqPWXzEBA](https://g.page/r/CZFPcccqPWXzEBA)
- Facebook @ARTESYSONLINE
- LinkedIn @ARTESYS
- X @ARTESYSONLINE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $526,767,423 | 8 | June 29, 2021 |
| October 2022 | $535,565,627 | 8 | June 29, 2022 |
| October 2023 | $466,106,452 | 7 | June 29, 2023 |
| October 2024 | $483,945,816 | 7 | June 28, 2024 |
| October 2025 | $415,946,157 | 7 | June 29, 2025 |
| October 2026 | $351,765,962 | 7 | July 1, 2026 |

Regulatory assets under management: $526,767,423 in the October 2021 data and $351,765,962 in the October 2026 data, down 33%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).

### July 2026
- Regulatory assets under management went from $415,946,157 to $351,765,962 (-15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R.T. Jones Capital Equities Management Inc. (CRD 131804): Form ADV filing data as of October 2026.