ANDINA ADVISORS

Legal name: ANDINA CAPITAL MANAGEMENT, LLC

CRD 151762File 801-80633

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.26B

Above cohort median (national)

Discretionary AUM

$628.8M

Non-discretionary $632.7M

Clients

711

4,262 accounts

Employees

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
Website: https://andinaadvisors.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 1, 2026	Employees	31	13	decreased by18
Apr 1, 2026	Employees	18	31	increased by13
Apr 1, 2026	Clients	582	711	increased by129
Apr 1, 2026	AUM	$1,016,634,723	$1,261,450,515	increased by$244,815,792
Apr 1, 2026	Accounts	3,341	4,262	increased by921
Dec 1, 2025 vs May 1, 2025	Employees	17	18	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	16	17	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	663	582	decreased by81
May 1, 2025 vs Oct 1, 2022	AUM	$461,182,633	$1,016,634,723	increased by$555,452,090
May 1, 2025 vs Oct 1, 2022	Accounts	908	3,341	increased by2,433
Oct 1, 2022	Employees	17	16	decreased by1
Jul 1, 2022	Employees	14	17	increased by3
May 1, 2022	Employees	11	14	increased by3
Apr 1, 2022	Clients	144	663	increased by519
Apr 1, 2022	AUM	$258,058,668	$461,182,633	increased by$203,123,965

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ANDINA ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANDINA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.