Aquinas Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,157,652
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$1,521,215
About
Aquinas Advisors, LLC provides investment advisory services primarily to families, individuals and businesses and also accepts pension and profit‑sharing plans, estates and pooled investment vehicles. The firm offers discretionary portfolio management, comprehensive financial planning and consulting, estate and trust distribution and administration, plus litigation consulting and strategic negotiation support for complex private‑client matters.
The firm follows a global, macroeconomic top‑down investment process that is customized to each client’s risk profile and may incorporate bottom‑up value analysis. Portfolios may include public equities, fixed income, ETFs and mutual funds as well as alternative investments (private equity, hedge funds, REITs, MLPs) and the firm may use derivatives, options, futures and borrowing in separately managed accounts to implement hedging and specialized strategies.
Aquinas Advisors is notable among solo independent advisers for serving as manager to a private fund focused on medical technology and for offering performance‑based fee arrangements to qualified clients, both of which are uncommon for firms of this type. The firm also provides litigation consulting and expert testimony on investment, fund and derivatives matters, supported by leadership with professional credentials in accounting and fraud examination.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
$5,000 fixed fee for comprehensive financial planning
$250/hour for investment/financial consulting and estate and trust distribution and administration
Performance fee of 20% of net performance plus a base fee of 0.50% annually
Account minimum: $2,000,000 Minimum fee: Minimum quarterly fee of up to $5,000 if account is below $2,000,000 Fee-only: Fixed fee of $5,000 for comprehensive financial planning; $250/hour for investment/financial consulting and estate and trust distribution and administration
Most active in
Aquinas Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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