Aquilant Advisors

RIASEC Registered

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 registered investment adviser organized as an LLC that registered with the SEC in 2019. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services combine portfolio management for individuals and small businesses with financial planning and client education through seminars and workshops. Aquilant also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not position itself as a capital allocator or an active ESG investor, and it is not a multi-state adviser.