Lindus Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lindus Advisors serves individuals and high‑net‑worth clients as well as institutional and specialized clients, including pension plans, trusts, and sovereign and international development agencies. The firm provides comprehensive services that include financial and business planning, investment management, and international economic/financial consulting focused on developing and emerging markets.
The brochure describes a tailored, goals‑based approach that combines fundamental, technical, and cyclical analysis and may follow third‑party model solutions where appropriate. For managed accounts LAI states it may use derivative instruments — including options and long or short positions — for market exposure, income generation, and hedging as part of its risk‑management and total‑return objectives.
Noteworthy for a firm of its size, the ADV discloses that one or more of its investment adviser representatives are licensed insurance agents and may offer mortgage loan officer services, and that LAI also provides project consulting to sovereign governments and international development agencies. The firm’s explicit use of derivatives and hedging techniques in separately managed accounts and its multidisciplinary consulting work distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Certain Investment Adviser Representatives may receive commissions as licensed insurance agents or mortgage loan officers.
Hourly fees generally range from $125 to $350 for business planning and consulting services.
Fee-only: Fixed fees generally range from $5,000 to $15,000 for financial planning and consulting services.
Main office
12900 Preston Road, Suite 602
Dallas TX 75230-1329
Advisors at this office
3
Most active in
Louisiana · Texas
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Quick links
Advisors at this firm
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