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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- RadialPathway
- Established Date
- 01-03-2001
- Office Locations
- 1
Office Locations
About Lindus Advisors, Inc.
Lindus Advisors is a Dallas-based RIA providing comprehensive financial planning alongside personalized portfolio management, with integrated tax planning and risk management. Portfolios aim to balance growth and income with a focus on minimizing risk and pursuing more stable returns, including an options-based approach to help control risk. Investment management is available within planning relationships or as a stand-alone service; custody includes Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
TIMOTHY RICHARD PAINTER
Chief Investment Officer, COMPLIANCE OFFICER, DIRECTOR, President
- CRD
- #1616727
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SCOTT WILLIAM PAINTER
Associate Financial Advisor
- CRD
- #5576513
SONTWA SINKALA
Financial Advisor
- CRD
- #4623316
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,652,138 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,652,138 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,652,138
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,652,316,027 | 30.8% |
| Cash | $2,488,699,129 | 28.9% |
| Derivatives | $2,738,430,184 | 31.8% |
| Equity - Exchange | $731,970,332 | 8.5% |
| Total | $8,611,415,672 | 100.0% |