$8.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-18-2016
- Office Locations
- 1
Office Locations
-- Blaine MN
About Aquinas Capital Advisors LLC
Aquinas Capital Advisors LLC is a Blaine-based RIA. The firm has been operating for 10 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$94.4K AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS WAYNE OTTMAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1010394
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,500,000 | -- |
| Total | $8,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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