RT JONES CAPITAL EQUITIES MGMT INC
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29-9 YoYRank #520 of mapped providers
Assets under administration$649M0.0%Market share · rank #2581
Fees received$478,271Median $13,320/planSum across Schedule C direct + indirect
Net wins YoY-73 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical RT JONES CAPITAL EQUITIES MGMT INC plan look like?
Service mix · median fees per plan
Count of plans where RT JONES CAPITAL EQUITIES MGMT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan); Direct payment from the planCode 26 | 29 | $13,320 |
Competitor overlap
Percent of RT JONES CAPITAL EQUITIES MGMT INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under RT JONES CAPITAL EQUITIES MGMT INC.
| Sponsor | From | Assets |
|---|---|---|
BOA TECHNOLOGY INC.CO · 841473751-001 | AMERICAN UNITED LIFE INSURANCE CO | $21M |
NORTH METRO COMMUNITY SERVICES INC.CO · 840534757-001 | AMERICAN UNITED LIFE INSURANCE CO | $11M |
BOATRIGHT COMPANY, INC.AL · 481259658-001 | AMERICAN UNITED LIFE INSURANCE CO | $8M |
Plans lost in 2024
Appeared last year under RT JONES CAPITAL EQUITIES MGMT INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | SHENKMAN CAPITAL MANAGEMENT | $3.5B |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | DIVERZIFY PRO | $830M |
SCP DISTRIBUTORS, LLCLA · 363926337-001 | T ROWE PRICE RPS INC | $393M |
GUERBET AMERICA LLCNC · 830724239-001 | MATRIX TRUST COMPANY | $63M |
EL CENTRO DEL BARRIOTX · 741787031-001 | T ROWE PRICE RPS INC | $33M |
ENDEAVOR REAL ESTATE GROUP LTDTX · 742906204-001 | FROST BANK | $29M |
BMH, INC.ID · 205126945-001 | AMERICAN UNITED LIFE INSURANCE CO | $23M |
SOUNDS TRUE INC.CO · 841160535-001 | GLOBAL RETIREMENT PARTNERS LLC | $7M |
DUTCHLAND INC.PA · 232328819-001 | WALZ GROUP | $6M |
LMC INDUSTRIES INC.MO · 430630585-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AVITA HEALTH SYSTEMOH · 274385692-001 | $105M | 2,650 | $29,096 | 10y | 2 |
KNOX COMMUNITY HOSPITALOH · 310929576-006 | $52M | 1,668 | $21,725 | 10y | - |
BESSER COMPANYMI · 380346640-004 | $49M | 470 | $16,469 | 8y | 1 |
KNOX COMMUNITY HOSPITALOH · 310929576-002 | $49M | 1,607 | $31,076 | 10y | - |
FIRST FEDERAL SAVINGS BANKID · 820172244-001 | $40M | 382 | $3,470 | 10y | 1 |
KEMLON PRODUCTS & DEVELOPMENT GROUP INC.TX · 741477450-001 | $35M | 460 | $7,795 | 2y | - |
LOWER VALLEY HOSPITAL ASSOCIATIONCO · 840447998-001 | $30M | 763 | $12,684 | 5y | 1 |
MID-AM HOLDINGS, LLCMO · 874079288-001 | $27M | 322 | $14,849 | 3y | 1 |
SOUTHWEST HEALTH SYSTEM INC.CO · 841337350-001 | $24M | 554 | $21,057 | 10y | - |
BOA TECHNOLOGY INC.CO · 841473751-001 | $21M | 191 | $5,740 | 1y | - |
Flag exposure
82.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (35)
Raw Schedule C names collapsed into RT JONES CAPITAL EQUITIES MGMT INC.
- A. JONES
- J. JONES
- JJ JONES ELECTRIC
- JONES & ASSOCIATES INSURANCE SERVIC
- JONES & KIRKPATRICK
- JONES & KIRKPATRICK PC
- JONES AND KIRKPATRICK
- JONES CAPITAL EQUITIES MGMT INC
- JONES CPA GROUP
- JONES FINANCIAL
- JONES LANG LA SALLE
- JONES LANG LASALLE
- JONES LANG LASALLE AMERICAS
- JONES LANG LASALLE AMERICAS INC
- JONES LANG LASALLE AMERICAS, INC.
- JONES LANG LASALLE BROKERAGE INC
- JONES WALDO
- JONES WALKER L.L.P.
- JONES WALKER WAECHTER POITEVENT LLP
- JONES, NALE & MATTINGLY PLLC
- JONES, SAMERE R
- JONES, STEVEN
- JONES, TROY
- JONES, WALKER, WAECHTER, POITEVENT
- JONES-HOXIE CORP DBA CROSS-INS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for RT JONES CAPITAL EQUITIES MGMT INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 3.45% | 7.76% | -4.31 pp |
| Fidelity bond gap | 3 | 10.34% | 26.94% | -16.60 pp |
| Late contributions | 8 | 27.59% | 1.71% | +25.87 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 24.14% | 1.76% | +22.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RT JONES CAPITAL EQUITIES MGMT INC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent