Aquilant Advisors

RIASEC RegisteredEst. 2019

Total AUM

$279M

Discretionary

$279M

100% of AUM

Avg account

$349K

Accounts

798

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 282953
Registered since: April 12, 2019
Website: www.aquilantadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI74.12%
Individuals25.47%
Pension & Profit Sharing Plans0.41%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aquilant Advisors is an independent SEC-registered RIA organized as an LLC and formed in 2019. The firm is owned by an individual and serves primarily individuals and families. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is a mix of percentage-of-AUM billing and hourly fees, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker, which supports distribution of insurance and brokerage solutions alongside its advisory work. Aquilant is not positioned as a capital allocator, does not present itself as an ESG investor, and does not operate as a multi-state adviser.