{"url":"https://nivawealth.com/firms/andina-capital-management-151762","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151762","regulatoryAum":1261450515,"crd":"151762","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6718486","suffix":null,"lastName":"Allen","firstName":"Anthony","middleName":"Jase"},{"crd":"2243431","suffix":null,"lastName":"BARLOW","firstName":"ERIC","middleName":"STEPHAN"},{"crd":"5594607","suffix":null,"lastName":"BOHM","firstName":"RYAN","middleName":"MATHEW"},{"crd":"6229188","suffix":null,"lastName":"DANCE","firstName":"TANNER","middleName":"TESSMER"},{"crd":"8186776","suffix":null,"lastName":"Harris","firstName":"Ginger","middleName":"DeHart"},{"crd":"6010160","suffix":null,"lastName":"Jessop","firstName":"Dan","middleName":"Eugene"},{"crd":"7895297","suffix":null,"lastName":"Longhurst","firstName":"Quinn","middleName":"Kay"},{"crd":"5594984","suffix":null,"lastName":"MONSEN","firstName":"CASEY","middleName":"MARK"},{"crd":"7234506","suffix":null,"lastName":"Pennington","firstName":"John","middleName":"Stephen"},{"crd":"7379839","suffix":null,"lastName":"Scott","firstName":"Austin","middleName":"Michael"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-28","regulatoryAum":258058668,"clients":144,"employees":8,"offices":3},{"filedOn":"2022-07-06","regulatoryAum":461182633,"clients":663,"employees":17,"offices":3},{"filedOn":"2023-07-31","regulatoryAum":642123815,"clients":443,"employees":16,"offices":3},{"filedOn":"2024-07-05","regulatoryAum":808470832,"clients":471,"employees":17,"offices":3},{"filedOn":"2025-03-26","regulatoryAum":1016634723,"clients":582,"employees":17,"offices":3},{"filedOn":"2026-07-02","regulatoryAum":1261450515,"clients":711,"employees":13,"offices":3}],"secFileNumber":"801-80633","legalName":"Andina Capital Management, LLC","displayName":"Andina Capital Management","slug":"andina-capital-management-151762","website":"https://andinaadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/andina-advisors/","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1300 N 200 E, Suite 112","city":"Logan","state":"UT","stateName":"Utah","country":"United States","postalCode":"84341"},"tradeNames":["Andina Advisors","Andina Family Offices"],"registration":{"secApproved":"5 December 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1536603.862341772,"staff":{"employees":13,"advisory":6,"brokerDealerReps":0,"insuranceAgents":3,"promoters":2},"aum":{"regulatory":1261450515,"discretionary":628779881,"discretionaryAccounts":3011,"nonDiscretionary":632670634,"nonDiscretionaryAccounts":1251,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":409,"regulatoryAum":139376971},{"label":"High-net-worth individuals","clients":223,"regulatoryAum":831756670},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":57193309},{"label":"Insurance companies","clients":1,"fewerThan5":true,"regulatoryAum":24441939},{"label":"Corporations and other businesses","clients":68,"regulatoryAum":208681626}],"feePrograms":[{"role":"main","program":"Advisory Services Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050693","versionId":1050693,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-02","documentName":"ANDINA FORM ADV PART 2A DISCLOSURE BROCHURE JULY 2026","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consolidated Reporting","summary":"Consolidated reporting of accounts held outside Andina management is charged 0.15% annually, in advance, on those accounts' market value.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050693","versionId":1050693,"submittedOn":"2026-07-02","documentName":"ANDINA FORM ADV PART 2A DISCLOSURE BROCHURE JULY 2026"},{"role":"other","program":"Financial Planning","summary":"Financial planning is a one-time flat fee starting at $500; 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They include 409 individual clients, 223 high-net-worth individuals, and 68 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Andina Capital Management offer?","answer":"Andina Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Andina Capital Management charge?","answer":"Andina Capital Management charges up to 2.00% a year for its Advisory Services Fees. The fee is billed in advance and is negotiable.","source":"ANDINA FORM ADV PART 2A DISCLOSURE BROCHURE JULY 2026, filed 2 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Andina Capital Management use?","answer":"Andina Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $619M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Andina Capital Management have?","answer":"Andina Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Andina Capital Management invest in?","answer":"At the end of its last fiscal year, Andina Capital Management’s separately managed accounts held 48% pooled vehicles (private funds and similar), 25% registered funds (mutual funds, ETFs, BDCs), 9% investment grade corporate bonds, 6% exchange-traded equities, 5% other, 3% U.S. government and agency bonds, 3% cash and equivalents and 1% state and local bonds. The 5% other category is described as: Hard Assets, Loans, 401k.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Andina Capital Management?","answer":"Andina Capital Management is owned through holding companies by Ryan Bohm, Tanner Dance and Eric Barlow. Its direct owners are Tdwellington, LLC, RMB Ventures LLC, Cottonwood Investment Management, LLC and Cottonwood Investment, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Andina Capital Management get paid?","answer":"Andina Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Andina Capital Management registered with the SEC?","answer":"Yes, Andina Capital Management has been registered with the SEC as an investment adviser since 5 December 2014. Its CRD number is 151762 and its SEC file number is 801-80633.","source":"Form ADV Part 1A, Item 1, filed 2 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Andina Capital Management?","answer":"Andina Capital Management’s main office is at 1300 N 200 E, Suite 112, Logan, UT 84341. Its phone number is 435-250-3700. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}