Aquinas Advisors, LLC

Overview

Aquinas Advisors, LLC is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm emphasizes equity-centered portfolios, running separately managed accounts (SMAs) and pooled investment vehicles while also offering comprehensive financial planning. Its advisory scope includes portfolio management for individuals, small businesses, institutions and pooled funds, and its fee model is flexible—covering percentage-of-AUM, hourly, fixed-fee and performance-based arrangements. Public-market allocations dominate the firm’s approach, with a clear preference for exchange-traded equities within its SMA sleeve. At the same time Aquinas Advisors deploys alternatives—most notably a private equity fund it advises—alongside hedge fund and real-estate allocations to broaden return sources and manage risk. The firm does not report active ESG investing and is not registered as a multi-state adviser in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices