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Aquilant Advisors

Aquilant Advisors. CRD 282953

Aquilant Advisors logo

CRD: 282953

Aquilant Advisors

St. Louis, MO, 63131
3143092078
www.aquilantadvisors.com
$278.8M Total AUM
$278.8M Disc. AUM
-- 3Y CAGR
5 Employees
314 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
OptimaPeak peak +more
Established Date
03-22-2016
Office Locations
1

Office Locations

12444 Powerscourt Dr. Suite 370 St. Louis MO

About Aquilant Advisors

Aquilant Advisors is a federally registered RIA and family office based in Town & Country (West County), serving affluent individuals and families across greater St. Louis. The team provides holistic financial planning and discretionary portfolio management, with allocations that commonly include public funds and ETFs. Custody is through Charles Schwab, and the firm emphasizes deep generational roots in the West County community.

Team overview

48 AVG AGE
$139.4M AVG AUM / ADVISOR
$887.8K AVG AUM / CLIENT
5.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Value Value alpha Zenith delta

Client Personas

Quantum

Custodian

Ridge Unison value Fusion delta

Investment Themes

Fusion Crest frontier Focus ember

Investment Vehicles

Atlas ember

Platform

Signal wave Atlas

Services

Bridge Fusion Signal focus Radial Beacon horizon Radial wave Atlas Vital Momentum Catalyst summit Ridge legacy

Technology

Vector Harbor Legacy

Owner & Executives

STEVEN EDWARD FARRIS

STEVEN EDWARD FARRIS

Chief Compliance Officer, Managing Member

CRD
#3240243
Ownership
75% or more
(876) 410-4802
harbor.eagle@embercapital.com
in linkedin.com/in/insight-prime

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Contacts

K

Kristen Marie Farris

--

CRD
#7375398
(976) 449-3027
alpha.bridge@northcapital.com
in linkedin.com/in/capital-north
CHAROLETTE LYNN MCKINNEY

CHAROLETTE LYNN MCKINNEY

--

CRD
#5053167
(821) 242-3456
oak.pioneer@focuscapital.com
in linkedin.com/in/insight-delta
E

Element capital

Oak fusion insight

CRD
#93121
(714) 708-3858
catalyst.vertex@foundationcapital.com
in linkedin.com/in/unison-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
08-28-2023
03-21-2024
03-31-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $278,766,890 $349,332
Non-Discretionary $0 --
Total $278,766,890 $349,332

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Separately Managed Accounts

Total SMA Asset: $278,766,890

$278.8M Total SMA
Public Funds:
29.6%
Equity - Exchange:
19.0%
Cash:
12.8%
Corporate - Investment Grade:
8.3%
Municipal Bonds:
24.1%
U.S. Government/Agency:
6.2%
Asset class Assets Assets %
Public Funds $1,561,694,638 29.6%
Equity - Exchange $1,002,439,126 19.0%
Cash $675,327,411 12.8%
Corporate - Investment Grade $437,907,618 8.3%
Municipal Bonds $1,271,514,891 24.1%
U.S. Government/Agency $327,111,715 6.2%
Total $5,275,995,399 100.0%

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