Aquilant Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary asset management, written financial planning, retirement-plan fiduciary and consulting services, and variable sub-account (annuity) management. The firm also participates in third‑party platforms and wrap programs (including WealthPort under a co‑advisory arrangement with Cambridge Investment Research, and access to AssetMark and SEI solutions) and occasionally provides impersonal seminars and workshops on topics such as retirement and estate planning.
The firm tailors portfolios and written Investment Policy Statements to individual client circumstances, using a mix of fundamental, technical, quantitative and cyclical analysis and constructing optimized asset allocation guidance (including efficient‑frontier analysis) that it reviews at least quarterly. Aquilant integrates outside strategists and model sleeves via unified managed accounts and third‑party platform strategists, and will implement client directions on a discretionary basis while allowing clients to impose reasonable restrictions.
Noteworthy for a firm of this size, Aquilant’s investment adviser representatives also maintain registrations as broker‑dealer representatives with Cambridge Investment Research and are authorized to sell insurance products, which can result in commissions or other third‑party compensation separate from advisory fees. The firm also acts through wrap programs, uses third‑party providers (e.g., Broadridge) for proxy‑voting and class‑action monitoring, and discloses these arrangements and the related potential conflicts of interest to clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning services offered on a flat annual fee basis up to 5% of the account value
$0+: up to 2.25% annually $0+: up to 1.5% flat annual fee basis (discretionary client discretion) $0+: up to 1.9% annually on AssetMark, SEI, or WealthPort platforms $0+: up to 2.25% annually for retirement plan assets $0+: up to 2.25% annually for Variable Sub-Account management services
$250 per hour for financial planning services
Fee-only: Financial Planning Services at $250 per hour; flat fee for financial planning up to 5% of account value annually
Main office
12444 Powerscourt Dr. Suite 370
St. Louis MO 63131
Advisors at this office
4
Most active in
Florida · Illinois · Missouri · Texas
Also doing business as
Aquila Advisors · Aquilant · Aquilant Advisors · Lobscouser Ii, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Steven F
Series 63, Series 65
St. Louis, MO
Aquilant Advisors
Steven Farris is a financial advisor at Aquilant Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research, Merrill, Wells Fargo Clearing, Stifel, U.S. Bancorp Investments, and Fifth Third Securities. Outside of advisory roles, he serves as a finance committee member at Kirk of the Hills School and is an independent insurance agent. Aquilant Advisors provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm customizes portfolios and investment policy statements using a combination of analytical methods and integrates outside strategists through unified managed accounts and third-party platforms.
Charolette M
Series 63, Series 65
St. Louis, MO
Aquilant Advisors
Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of financial advising, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering personalized asset management and financial planning services. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policies to client needs, using third-party platforms and unified managed accounts to implement discretionary and non-discretionary strategies.
Brett P
CFP®, Series 63, Series 66
St. Louis, MO
Aquilant Advisors
Brett Parker is a CFP® professional with 26 years of industry experience. He has been with Aquilant Advisors since 2019 and previously worked at Royal Alliance Associates and Premier Financial Partners, LLC. Parker is also a registered representative with Cambridge Investment Research. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, providing asset management, financial planning, and fiduciary consulting services. The firm uses a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policy statements to client needs, integrating outside strategists and third-party platforms in its management approach.
Kristen F
Series 65
St. Louis, MO
Aquilant Advisors
Kristen Farris is a financial advisor at Aquilant Advisors in St. Louis, MO, holding a Series 65 designation with five years at the firm. Prior to joining Aquilant Advisors, she worked at BJC Medical Group and TeamHealth. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering asset management, financial planning, and fiduciary consulting services. The firm uses a mix of analytical approaches to create tailored investment strategies and participates in third-party platforms and wrap programs.
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