Aquinas Capital Advisors LLC

Overview

Aquinas Capital Advisors LLC is a small, independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its advisory model is primarily non‑discretionary — clients retain final investment decision authority — and the fee approach combines a percentage of assets under management with hourly and fixed-fee engagements. Investment behavior is equity‑centric: the firm favors exchange‑traded equities as the core of client portfolios while supplementing them with third‑party alternative strategies and traditional pooled vehicles. Aquinas Capital Advisors does not position itself as an ESG specialist, does not act as a pension consultant, and is not structured as a capital allocator.

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Investments & Alternatives

Location & Offices