Andrews Advisory Associates provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Andrews Advisory Associates reports 263 clients. They include 180 individual clients, 65 high-net-worth individuals, and 18 pension and profit-sharing plans. Of its assets, 80.4% ($216M across 242 accounts) are managed with discretion; $52.7M across 21 accounts are not. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 19% |
| High-net-worth individuals | 25% | 62% |
| Pension and profit-sharing plans | 7% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $51.3M | 19.1% | $285K |
| High-net-worth individuals | 65 | $167M | 62.3% | $2.57M |
| Pension and profit-sharing plans | 18 | $50M | 18.6% | $2.78M |
| Total | 263 | $269M | 100% | $1.02M |
- Clients
- 180
- Regulatory AUM
- $51.3M
- AUM share
- 19.1%
- Avg. per client
- $285K
- Clients
- 65
- Regulatory AUM
- $167M
- AUM share
- 62.3%
- Avg. per client
- $2.57M
- Clients
- 18
- Regulatory AUM
- $50M
- AUM share
- 18.6%
- Avg. per client
- $2.78M
Total
- Clients
- 263
- Regulatory AUM
- $269M
- AUM share
- 100%
- Avg. per client
- $1.02M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Andrews Advisory Associates is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- One-time financial plans are a flat fee set in advance, not to exceed $10,000; hourly planning is $300 an hour for advisers and $100 for client service specialists.
Christina Brown owns 50% to 75% of Andrews Advisory Associates. The leadership team of Andrews Advisory Associates includes Chief Compliance Officer Christina Brown. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Andrews Advisory Associates, LLC
Christina Brown
Control person · since June 2007
- Owns 25% to 50% of Andrews Advisory Associates, LLC
Travis Tsukayama
Control person · since June 2015
Andrews Advisory Associates’ regulatory assets grew 1.6× from $171M (April 2021) to $269M (March 2026); clients rose from 225 to 263 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $269M | 263 | 4 | 1 |
| Mar 2025March 2025 | $236M | 245 | 4 | 1 |
| Mar 2024March 2024 | $198M | 239 | 2 | 1 |
| Mar 2023March 2023 | $156M | 230 | 2 | 1 |
| Jun 2022June 2022 | $176M | 224 | 4 | 1 |
| Apr 2021April 2021 | $171M | 225 | 4 | 1 |
Besides its headquarters, Andrews Advisory Associates has 0 offices, with 1 listed address in 1 state.
Hawaii · 1 listed address
- 1003 Bishop Street, Suite 1808, HonoluluHQ
Contact and registration details
- Legal name
- Andrews Advisory Associates, LLC
- Headquarters
- 1003 Bishop Street, Suite 1808, Honolulu, HI 96813
- Website
- andrewsllc.com
- Phone
- 808-521-4015
- @andrews-advisory-associates-llc
- SEC file
- 801-66553
- Structure
- Hawaii LLC
- Fiscal year end
- December
Andrews Advisory Associates’ named custodians for separately managed accounts are Charles Schwab ($208M, 88%) and Ascensus Broker Dealer Services ($27.4M, 12%). Andrews Advisory Associates does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $208M88%
- Ascensus Broker Dealer ServicesAscensus Broker Dealer Services, LLC · Newton, MA · $27.4M12%
At year end, Andrews Advisory Associates’ separately managed accounts were mostly in funds (68%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $208M across 86 positions; the largest are Vanguard Index Fds (12.7%), Fidelity Merrimack Str TR (12.2%) and Goldman Sachs ETF TR (7.7%).
What the accounts hold
- Stocks28%
- Exchange-traded equities27%
- Non-exchange-traded equities1%
- Funds68%
- Bonds1%
- Cash2%
- Other1%
- Certificates of deposits and 529 plans1%
How many clients does Andrews Advisory Associates have?
Andrews Advisory Associates has 263 clients and manages $269 million for them, as of March 2026. They include 180 individual clients, 65 high-net-worth individuals, and 18 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Andrews Advisory Associates offer?
Andrews Advisory Associates provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Andrews Advisory Associates use?
Andrews Advisory Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $208M and Ascensus Broker Dealer Services, LLC (Newton, MA), with $27.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Andrews Advisory Associates have?
Andrews Advisory Associates has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Andrews Advisory Associates invest in?
At the end of its last fiscal year, Andrews Advisory Associates’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Certificates of Deposits and 529 Plans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Andrews Advisory Associates?
Andrews Advisory Associates’ direct owners are Christina Brown (50% to 75%) and Travis Tsukayama (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Andrews Advisory Associates get paid?
Andrews Advisory Associates 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
How do I contact Andrews Advisory Associates?
Andrews Advisory Associates’ main office is at 1003 Bishop Street, Suite 1808, Honolulu, HI 96813. Its phone number is 808-521-4015. Its website is andrewsllc.com.