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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
See the complete signal summary connected to crest.
Request access to benchmark trends tied to focus vertex.
Unlock to see real insight on focus unison.
Unlock to see real insight on peak peak.
Full visibility includes strategy notes for vector legacy pathway.
See the complete signal summary connected to atlas pioneer.
Open the full profile to inspect shifts in beacon catalyst.
Unlock to see real insight on meridian oak zenith.
Asset Classes
Wave vertex Value north Signal Catalyst crest Insight 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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |