Laurie McRay
Aquinas Advisors · Houston, Texas
Laurie McRay is a fee-only financial advisor at Aquinas Advisors in Houston, Texas. Aquinas Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Aquinas Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $47.2M across 73 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4479750 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Laurie's firm compares
- Aquinas Advisors's average account is about $646,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Laurie
Is Laurie McRay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurie holds no broker registration, and Aquinas Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurie charge for financial advice?
Laurie's firm, Aquinas Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Laurie McRay based?
Laurie McRay is based in Houston, Texas.
Is Laurie McRay registered with the SEC?
Yes. Laurie McRay is registered as an investment adviser representative in TX (CRD 4479750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Aquinas Advisors manage?
Aquinas Advisors reports $47.2M across 73 accounts in assets under management.
How do I contact Laurie McRay?
Contact details aren't on file yet. Search for Aquinas Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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