A complete list of active advisors currently associated with Aquinas Capital Advisors LLC

Warmer can help you find a great advisor at Aquinas Capital Advisors LLC or one who fits your needs even better.

Aquinas Capital Advisors provides non‑discretionary investment management, financial planning, and limited‑scope ERISA 3(21) retirement‑plan advisory services to individuals and charitable organizations; the brochure indicates the firm does not focus on high‑net‑worth clients. The firm also offers public educational seminars and workshops as part of its service menu. The adviser operates on a non‑discretionary basis—recommending securities and asset allocation but obtaining client approval before executing transactions—and tailors portfolios and plans to documented goals, time horizon and risk tolerance. Analysis draws on both fundamental and technical methods, with periodic reviews and client education emphasized in ongoing service. Distinctive features for a firm of this scale include that most assets are managed on a non‑discretionary basis, the regular use of seminars for investor education, and the provision of ERISA 3(21) plan services. The brochure also discloses the use of solicitor arrangements with third‑party managers (with a portion of third‑party fees shared) and notes a past self‑regulatory suspension of the principal that was subsequently resolved, matters the firm says are governed by disclosures and its compliance procedures.

To learn more about the advisors currently working at Aquinas Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.