RIA Intel›Advisers›Texas›CHARLES D. JONES CAPITAL MANAGEMENT, INC.

CHARLES D. JONES CAPITAL MANAGEMENT, INC.

Advisory

N·WACO, TX

Data as of Mar 6, 2013 · Source: SEC Form ADV

Total AUM

$101M

1-Year AUM Growth

+4.1%

3-Year CAGR

+10.4%

Employees

3

Assets Under Management

Total AUM$101M

Discretionary AUM$96M

Non-Discretionary AUM$5M

Discretionary %95%

Total Clients—

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJun 4, 2003

Latest FilingMar 6, 2013

🔒 Full AUM trend chart and 11 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHARLES D. JONES CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.