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Lindus Advisors, Inc.

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Client assets under management

$13,652,138

Clients

28

54% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$487,576

About

Lindus Advisors serves individuals and high‑net‑worth clients as well as institutional and specialized clients, including pension plans, trusts, and sovereign and international development agencies. The firm provides comprehensive services that include financial and business planning, investment management, and international economic/financial consulting focused on developing and emerging markets.

The brochure describes a tailored, goals‑based approach that combines fundamental, technical, and cyclical analysis and may follow third‑party model solutions where appropriate. For managed accounts LAI states it may use derivative instruments — including options and long or short positions — for market exposure, income generation, and hedging as part of its risk‑management and total‑return objectives.

Noteworthy for a firm of its size, the ADV discloses that one or more of its investment adviser representatives are licensed insurance agents and may offer mortgage loan officer services, and that LAI also provides project consulting to sovereign governments and international development agencies. The firm’s explicit use of derivatives and hedging techniques in separately managed accounts and its multidisciplinary consulting work distinguish it from many peers.

Client services

Financial planning Portfolio management
Business planning services; economic and financial consultancy of international development

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Business sale tax planning

Occupation focus

Founder/Business Owner Financial Professional

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Commissions

Certain Investment Adviser Representatives may receive commissions as licensed insurance agents or mortgage loan officers.

Project-based

Hourly fees generally range from $125 to $350 for business planning and consulting services.

Other

Fee-only: Fixed fees generally range from $5,000 to $15,000 for financial planning and consulting services.

Main office location

Lindus Advisors, Inc.

12900 Preston Road, Suite 602

Dallas TX 75230-1329, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sontwa S

Series 65

Dallas, TX

Lindus Advisors, Inc.

Sontwa Sinkala is a financial advisor at Lindus Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Lindus Advisors since 2001. In addition to his advisory role, Dr. Sinkala serves as an Adjunct Professor at the University of Winnipeg, teaching business courses in the School of Business and Economics. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning, as well as discretionary and non-discretionary investment management. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and engages in international development consulting for sovereign governments and agencies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Business sale tax planning Founder/Business Owner Financial Professional
user avatar

Scott P

Series 63, Series 65

Dallas, TX

Lindus Advisors, Inc.

Scott Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held various roles in mortgage lending and senior housing referral businesses and owns Jasper Consulting, a bookkeeping service. Outside of finance, Mr. Painter works as a contract soccer referee for local organizations. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning as well as discretionary and non-discretionary investment management. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and utilizes derivatives for risk management and return targeting, while also engaging in international development consulting.

Private / alternative investments Options & derivatives strategies Concentrated stock management Business sale tax planning Founder/Business Owner Financial Professional
user avatar

Timothy P

Series 63, Series 66

Dallas, TX

Lindus Advisors, Inc.

Timothy Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has operated Alcove Senior Advocates, a senior housing referral business, since 2017 and owns Aero Magister, LLC, through which he provides flight instruction and volunteer pilot services. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning alongside discretionary and non-discretionary investment management. The firm incorporates fundamental, technical, and cyclical analysis in portfolio construction and employs derivative instruments as part of its risk management and return-targeting strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Business sale tax planning Founder/Business Owner Financial Professional
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