Firm profile

ANDREWS ADVISORY ASSOCIATES, LLC

HONOLULU, HICRD 118957Latest ADV March 19, 2026

Andrews Advisory Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated March 19, 2026, reports $269M in regulatory assets under management, 4 employees, and 263 accounts.

Assets Under Management
$269M
Employees
4
Offices
--
Total Clients
263
Primary office
HONOLULU, HI
1003 BISHOP STREET, SUITE 1808, HONOLULU, HI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristina J. Brown

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
180
2
HNWI
24.7%
65
3
Pension Plans
6.8%
18

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$269Mas of March 19, 2026
Discretionary80.4%
$216M
80% of total RAUM80.4%
Non-discretionary19.6%
$53M
20% of total RAUM19.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$269M
Total Accounts263
10Y AUM Change+$136M (+102.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee66:1
10Y Employee Change-1 (-20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.