Aquinas Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,500,000
Total clients
90
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
90
Average account size
$94,444
About
Aquinas Capital Advisors provides non‑discretionary investment management, financial planning, and limited‑scope ERISA 3(21) retirement‑plan advisory services to individuals and charitable organizations; the brochure indicates the firm does not focus on high‑net‑worth clients. The firm also offers public educational seminars and workshops as part of its service menu.
The adviser operates on a non‑discretionary basis—recommending securities and asset allocation but obtaining client approval before executing transactions—and tailors portfolios and plans to documented goals, time horizon and risk tolerance. Analysis draws on both fundamental and technical methods, with periodic reviews and client education emphasized in ongoing service.
Distinctive features for a firm of this scale include that most assets are managed on a non‑discretionary basis, the regular use of seminars for investor education, and the provision of ERISA 3(21) plan services. The brochure also discloses the use of solicitor arrangements with third‑party managers (with a portion of third‑party fees shared) and notes a past self‑regulatory suspension of the principal that was subsequently resolved, matters the firm says are governed by disclosures and its compliance procedures.
Client services
Expertise
Fee options
Fixed fees between $250 and $2,000 for financial planning services
$0 - $100,000: 1.25% annually $100,000+: negotiable
$125 per hour for financial planning services
Account minimum: $10,000 Fee-only: Hourly fees of $125/hour; Fixed fees between $250 and $2,000 for financial planning
Main office location
Aquinas Capital Advisors LLC
Blaine MN, United States
Number of offices
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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