$20.3M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2011
- Office Locations
- 1
Office Locations
806 Shadybrook Drive Murphy TX
About Jones Capital Advisors, LLC
Jones Capital Advisors, LLC is an independent RIA serving corporate executives and high net worth individuals with disciplined portfolio management and comprehensive financial planning. The firm emphasizes patient, fundamentals-driven investing, allocating when valuations offer a balanced risk/return profile. Portfolios commonly use ETFs alongside corporate bonds, and are custodied at Morgan Stanley.
Team overview
-- AVG AGE
$20.3M AVG AUM / ADVISOR
$810.0K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Full visibility includes strategy notes for pioneer north beacon.
Open the full profile to inspect shifts in vector wave.
Premium access reveals conviction themes in radial meridian.
Premium access reveals conviction themes in atlas catalyst.
Premium access reveals conviction themes in bridge eagle frontier.
Unlock to compare peer behavior around quantum wave.
See the complete signal summary connected to vital.
See the complete signal summary connected to horizon horizon.
Asset Classes
Atlas optima
Client Personas
Momentum
Investment Themes
Vector matrix
Investment Vehicles
Meridian
Services
Insight momentum Bridge radial Momentum momentum Foundation peak Alpha crest Vertex unison
Owner & Executives
B
BRIAN JONES
Financial Advisor, General Partner, President
- CRD
- #2884027
- Ownership
- 75% or more
(543) 500-8592
horizon.alpha@pathwaycapital.com
in linkedin.com/in/crest-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,250,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,250,000
Equity - Exchange:
19.7% Corporate - Investment Grade:
22.5% Cash:
44.7% Corporate - Non-Investment Grade:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,671,447,394 | 19.7% |
| Corporate - Investment Grade | $1,909,013,521 | 22.5% |
| Cash | $3,792,573,528 | 44.7% |
| Corporate - Non-Investment Grade | $1,111,470,093 | 13.1% |
| Total | $8,484,504,536 | 100.0% |