A
CRD: 114460
Aquinas Advisors, LLC
Houston, TX
2817880817
$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
26 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
-- Houston TX
About Aquinas Advisors, LLC
Aquinas Advisors, LLC is a Houston-based RIA. The firm has been operating for 26 years. Managing $47.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
55 AVG AGE
$47.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Wave vertex Value north Signal Catalyst crest Insight momentum Signal momentum
Investment Themes
Optima radial Foundation delta
Investment Vehicles
Fusion capital Delta pioneer
Services
Wave Meridian vertex Atlas vector Ember prime
Owner & Executives
L
LAURIE ANN MCRAY MS.
Chief Executive Officer, FOUNDER, Wealth Manager
- CRD
- #4479750
- Ownership
- 75% or more
(257) 435-8402
matrix.pathway@glaciercapital.com
in linkedin.com/in/capital-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,157,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,157,652 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,558,178
Equity - Exchange:
30.4% Public Funds:
29.1% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,413,399,037 | 30.4% |
| Public Funds | $2,310,194,473 | 29.1% |
| Cash | $3,215,219,113 | 40.5% |
| Total | $7,938,812,623 | 100.0% |