{
  "crd_number": 118957,
  "slug": "andrews-advisory-associates-llc-honolulu-hi-118957",
  "primary_business_name": "ANDREWS ADVISORY ASSOCIATES, LLC",
  "legal_name": "ANDREWS ADVISORY ASSOCIATES, LLC",
  "dbas": [],
  "city": "Honolulu",
  "state": "HI",
  "country": "United States",
  "cbsa_code": "46520",
  "metro": {
    "cbsa_code": "46520",
    "common_name": "Urban Honolulu",
    "msa_name": "Urban Honolulu, HI",
    "path": "/advisors/hi/urban-honolulu"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-04-20",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 268633269.0,
  "raum_discretionary": 215906374.0,
  "raum_non_discretionary": 52726895.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51252172.0,
      "count": 180
    },
    "pension_profit_sharing": {
      "raum": 50047547.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 167333550.0,
      "count": 65
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI"
  ],
  "websites": [
    "https://andrewsllc.com",
    "https://facebook.com/ANDREWS-ADVISORY-ASSOCIATES-LLC-1456104377975355",
    "https://linkedin.com/COMPANY/ANDREWS-ADVISORY-ASSOCIATES-LLC",
    "https://youtube.com/channel/UC8ahUzFKLOOSWfz0g6ygZYA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118957",
  "city_as_filed": "HONOLULU",
  "url": "https://advisorcensus.com/firm/andrews-advisory-associates-llc-honolulu-hi-118957",
  "display_name": "Andrews Advisory Associates, LLC",
  "summary": "Andrews Advisory Associates, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Andrews Advisory Associates, LLC (CRD 118957): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Andrews Advisory Associates, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Andrews Advisory Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Andrews Advisory Associates, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: up to $10,000 (Financial Planning Services); Hourly rate: $300 an hour (Hourly Financial Planning service for Investment Adviser Representatives). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Andrews Advisory Associates, LLC located?",
      "a": "Andrews Advisory Associates, LLC's principal office is in Honolulu, HI, according to its Form ADV."
    },
    {
      "q": "Is Andrews Advisory Associates, LLC registered with the SEC or a state?",
      "a": "Andrews Advisory Associates, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 118957."
    },
    {
      "q": "How much does Andrews Advisory Associates, LLC manage?",
      "a": "Andrews Advisory Associates, LLC reports $268,633,269 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (80% discretionary)."
    },
    {
      "q": "How have Andrews Advisory Associates, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Andrews Advisory Associates, LLC: Regulatory assets under management: $171,205,487 in the October 2021 data and $268,633,269 in the October 2026 data, up 57%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Andrews Advisory Associates, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (65); pension and profit sharing plans (but not the plan participants or government pension plans) (18)."
    },
    {
      "q": "Which custodians does Andrews Advisory Associates, LLC use?",
      "a": "Andrews Advisory Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Broker Dealer Services, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Andrews Advisory Associates, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118957"
    },
    {
      "q": "What changed in Andrews Advisory Associates, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $236,391,035 to $268,633,269 (+14%). Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 171205487.0,
      "total_employees": 4,
      "filing_date": "2021-04-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 175939730.0,
      "total_employees": 4,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156289664.0,
      "total_employees": 2,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 198409109.0,
      "total_employees": 2,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 236391035.0,
      "total_employees": 4,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 268633269.0,
      "total_employees": 4,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $236,391,035 to $268,633,269 (+14%).",
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $10,000 (Financial Planning Services)",
      "Hourly rate: $300 an hour (Hourly Financial Planning service for Investment Adviser Representatives)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (Financial Planning Services)"
        ],
        "quotes": [
          "The one-time fee for Financial Planning Services is charged as a comprehensive financial plan with a flat fee determined in advance by the Advisor and the client. However, flat fees will not exceed $10,000 for Financial Planning Services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Hourly Financial Planning service for Investment Adviser Representatives)"
        ],
        "quotes": [
          "If needed, our Hourly Financial Planning service will be quoted in advance based on an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly Financial Planning service for Investment Adviser Representatives"
        }
      ]
    },
    "quotes": [
      "The one-time fee for Financial Planning Services is charged as a comprehensive financial plan with a flat fee determined in advance by the Advisor and the client. However, flat fees will not exceed $10,000 for Financial Planning Services.",
      "If needed, our Hourly Financial Planning service will be quoted in advance based on an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Ascensus Broker Dealer Services, LLC",
      "name_as_filed": "ASCENSUS BROKER DEALER SERVICES, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/andrews-advisory-associates-llc-honolulu-hi-118957.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 180,
      "fewer_than_5": false,
      "raum": 51252172.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 167333550.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 50047547.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118957",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}