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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Andrews Advisory Associates offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Andrews Advisory Associates use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Andrews Advisory Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Andrews Advisory Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Andrews Advisory Associates?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Andrews Advisory Associates get paid?","answer":"Andrews Advisory Associates is paid through a percentage of assets under management, hourly charges and fixed fees. 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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."}