Aquinas Capital Advisors LLC

Overview

Aquinas Capital Advisors LLC is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser is state-registered in Minnesota and does not operate as a multi-state adviser or as an active ESG investor. All advisory activity reported is non-discretionary, indicating clients retain decision authority for account trades.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices