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ANDREWS ADVISORY ASSOCIATES, LLC
CRD 118957File 801-66553
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$268.6M
Below cohort median (national)
Discretionary AUM
$215.9M
Non-discretionary $52.7M
Clients
263
263 accounts
Employees
4
Above cohort median in HI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 20, 2006
- Principal office
- 1003 BISHOP STREET, SUITE 1808, HONOLULU, HI, 96813
- Phone
- 808-521-4015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.6M
- Discretionary AUM
- $215.9M
- Non-discretionary AUM
- $52.7M
- Discretionary accounts
- 242
- Non-discretionary accounts
- 21
- Total accounts
- 263
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $167.3M |
| Pension and profit sharing plans | 18 | $50.0M |
| Individuals (other than high net worth individuals) | 180 | $51.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.