# Aquilant Advisors

> Aquilant Advisors is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 282953
- Filed as: AQUILANT ADVISORS
- Legal name: Lobscouser II, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282953
- AdvisorCensus page: https://advisorcensus.com/firm/aquilant-advisors-st-louis-mo-282953

## Quick answers

**How is Aquilant Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Aquilant Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Aquilant Advisors charge?**
Its Form ADV Part 2A brochure dated August 14, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aquilant Advisors located?**
Aquilant Advisors' principal office is in St. Louis, MO, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aquilant Advisors registered with the SEC or a state?**
Aquilant Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282953.

**How much does Aquilant Advisors manage?**
Aquilant Advisors reports $278,766,890 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**How have Aquilant Advisors' assets and staff changed since 2021?**
In the Form ADV data for Aquilant Advisors: Regulatory assets under management: $156,308,146 in the October 2021 data and $278,766,890 in the October 2026 data, up 78%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aquilant Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (82).

**Which custodians does Aquilant Advisors use?**
Aquilant Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aquilant Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282953

**What changed in Aquilant Advisors' recent Form ADV filings?**
In the September 2026 filing data: Added an office in St. Louis, MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Hourly rate: $250 an hour (financial planning services)

> Aquilant Advisors provides financial planning services under an hourly fee arrangement. An hourly fee of $250 per hour is charged by Aquilant Advisors for financial planning services under this arrangement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $278,766,890
- Discretionary: $278,766,890
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 232 | $70,993,095 |
| High net worth individuals | 82 | $206,619,213 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,154,582 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- St. Louis, MO

### Websites listed on Form ADV (Item 1.I)
- aquilantadvisors.com
- LinkedIn @steven-e-farris-a09127b1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,308,146 | 6 | March 18, 2021 |
| October 2022 | $190,542,771 | 7 | March 29, 2022 |
| October 2023 | $130,703,464 | 5 | August 28, 2023 |
| October 2024 | $182,226,086 | 3 | March 21, 2024 |
| October 2025 | $215,598,245 | 2 | March 31, 2025 |
| October 2026 | $278,766,890 | 5 | August 14, 2026 |

Regulatory assets under management: $156,308,146 in the October 2021 data and $278,766,890 in the October 2026 data, up 78%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in St. Louis, MO.

### April 2026
- Regulatory assets under management went from $215,598,245 to $278,766,890 (+29%).
- No longer lists an office in Creve Coeur, MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aquilant Advisors (CRD 282953): Form ADV filing data as of October 2026.