Charles D. Jones Capital Management, Inc. (Waco)

Name: Charles D. Jones Capital Management, Inc.
Address: 5015 Fort Avenue, Waco, TX, 76710 5828
Telephone: 254-751-0064

Charles D. Jones Capital Management, Inc. is a large advisory firm based in Waco. It manages $101 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Charles D. Jones Capital Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Charles D. Jones Capital Management: assets under management

The assets under management (AUM) of Charles D. Jones Capital Management, Inc. is $101 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charles D. Jones Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Charles D. Jones Capital Management, Inc.

Charles David Jones has been acting as President since 1 Apr 1999. Charles Jones joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles David Jones	President	1 Apr 1999	75% - 100%	1987840
Charles Jones	President	1 Apr 1999	75% - 100%	1987840

Based in Waco

The principal office where Charles D. Jones Capital Management, Inc. performs its advisory services is located at 5015 Fort Avenue, Waco, TX 76710 5828, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 254-751-0064 or by fax 254-772-1190. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cjones.com.