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AQUILANT ADVISORS

ST. LOUIS, MO · CRD 282953 · IAPD ↗ · 314-309-2078

$278.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — AQUILANT ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — AQUILANT ADVISORS reported RAUM up 29% ($215.6M -> $278.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — AQUILANT ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — AQUILANT ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
62
April 2024 — AQUILANT ADVISORS reported RAUM up 39% ($130.7M -> $182.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.