# Andrew Arroyo Investments, LLC

> Andrew Arroyo Investments, LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 3, 2026.

- CRD: 152691
- Filed as: ANDREW ARROYO INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: January 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152691
- AdvisorCensus page: https://advisorcensus.com/firm/andrew-arroyo-investments-llc-san-diego-ca-152691

## Quick answers

**How is Andrew Arroyo Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Andrew Arroyo Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions; performance-based fees.

**Where is Andrew Arroyo Investments, LLC located?**
Andrew Arroyo Investments, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Andrew Arroyo Investments, LLC registered with the SEC or a state?**
Andrew Arroyo Investments, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 152691.

**How much does Andrew Arroyo Investments, LLC manage?**
Andrew Arroyo Investments, LLC reports $500,000 in regulatory assets under management in its Form ADV filing dated January 3, 2026 (0% discretionary).

**What types of clients does Andrew Arroyo Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1).

**Does Andrew Arroyo Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152691

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $500,000
- Discretionary: $0
- Non-discretionary: $500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 1 | $500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aaiadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andrew Arroyo Investments, LLC (CRD 152691): Form ADV filing data as of October 2026.