LINDUS ADVISORS, INC.

RIASEC Registered
Total AUM
$13.7M
Discretionary
$13.7M
100% of AUM
Avg account
$190K
Accounts
72
Employees
3
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
114782
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.01%
  • Individuals25.99%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lindus Advisors, Inc. is an independently owned registered investment adviser operating as a corporation and serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and charges clients via a mix of AUM-based fees, hourly billing, and fixed-fee arrangements. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator. Industry affiliations include relationships with banking/thrift institutions and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 35%, Derivatives 16%, Exchange Traded Equities 9%40%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents35%
  • Derivatives16%
  • Exchange Traded Equities9%

Owners & executives

1 of 1
  • TIMOTHY PAINTER

    President and Chief Investment OfficerCRD 1616727

Contacts

2 of 2
  • SCOTT PAINTER

    Investment Adviser RepresentativeCRD 5576513

  • SONTWA SINKALA

    Personal Economic AdvisorCRD 4623316

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
12900 Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth