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ANDINA ADVISORS
Legal name: ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762File 801-80633
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.26B
Above cohort median (national)
Discretionary AUM
$628.8M
Non-discretionary $632.7M
Clients
711
4,262 accounts
Employees
13
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 5, 2014
- Principal office
- 1300 N 200 E, SUITE 112, LOGAN, UT, 84341
- Phone
- (435) 250 3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.26B
- Discretionary AUM
- $628.8M
- Non-discretionary AUM
- $632.7M
- Discretionary accounts
- 3,011
- Non-discretionary accounts
- 1,251
- Total accounts
- 4,262
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 68 | $208.7M |
| Insurance companies | Fewer than 5 | $24.4M |
| High net worth individuals | 223 | $831.8M |
| Pension and profit sharing plans | 10 | $57.2M |
| Individuals (other than high net worth individuals) | 409 | $139.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.