Jones Capital Advisors, LLC

RIASEC Registered
Total AUM
$20.3M
Discretionary
$20.3M
100% of AUM
Avg account
$312K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
Murphy, Texas
CRD number
159091
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Jones Capital Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and is not structured as a capital allocator. It reports no active ESG investing program and does not operate as a multi-state adviser. The firm's business relationships include an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Investment Grade Corp Bonds 20%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%60%
  • Exchange Traded Equities60%
  • Investment Grade Corp Bonds20%
  • Non-Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Brian Jones

    Brian Jones

    PrincipalCRD 2884027

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Murphy, TX

Collin

Location

Murphy, TX

Headquartered in Murphy, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
806 Shadybrook Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth