# Aquinas Advisors, LLC

> Aquinas Advisors, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 114460
- Filed as: AQUINAS ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114460
- AdvisorCensus page: https://advisorcensus.com/firm/aquinas-advisors-llc-houston-tx-114460

## Quick answers

**How is Aquinas Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aquinas Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Aquinas Advisors, LLC located?**
Aquinas Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Aquinas Advisors, LLC registered with the SEC or a state?**
Aquinas Advisors, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 114460.

**How much does Aquinas Advisors, LLC manage?**
Aquinas Advisors, LLC reports $47,157,652 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Aquinas Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (14); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Aquinas Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114460

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $47,157,652
- Discretionary: $47,157,652
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,260,158 |
| High net worth individuals | 17 | $21,298,020 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,599,474 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aquinas Advisors, LLC (CRD 114460): Form ADV filing data as of October 2026.