# Andrews Advisory Associates, LLC

> 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.

- CRD: 118957
- Filed as: ANDREWS ADVISORY ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118957
- AdvisorCensus page: https://advisorcensus.com/firm/andrews-advisory-associates-llc-honolulu-hi-118957

## Quick answers

**How is Andrews Advisory Associates, LLC compensated?**
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).

**How much does Andrews Advisory Associates, LLC charge?**
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…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Andrews Advisory Associates, LLC located?**
Andrews Advisory Associates, LLC's principal office is in Honolulu, HI, according to its Form ADV.

**Is Andrews Advisory Associates, LLC registered with the SEC or a state?**
Andrews Advisory Associates, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 118957.

**How much does Andrews Advisory Associates, LLC manage?**
Andrews Advisory Associates, LLC reports $268,633,269 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (80% discretionary).

**How have Andrews Advisory Associates, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Andrews Advisory Associates, LLC serve?**
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).

**Which custodians does Andrews Advisory Associates, LLC use?**
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.

**Does Andrews Advisory Associates, LLC report any disciplinary disclosures?**
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

**What changed in Andrews Advisory Associates, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Flat fee: up to $10,000 (Financial Planning Services)

> 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.

- Hourly rate: $300 an hour (Hourly Financial Planning service for Investment Adviser…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Broker Dealer Services, LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $268,633,269
- Discretionary: $215,906,374
- Non-discretionary: $52,726,895

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $51,252,172 |
| High net worth individuals | 65 | $167,333,550 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $50,047,547 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- andrewsllc.com
- Facebook @ANDREWS-ADVISORY-ASSOCIATES-LLC-1456104377975355
- LinkedIn @ANDREWS-ADVISORY-ASSOCIATES-LLC
- YouTube @UC8ahUzFKLOOSWfz0g6ygZYA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,205,487 | 4 | April 23, 2021 |
| October 2022 | $175,939,730 | 4 | June 22, 2022 |
| October 2023 | $156,289,664 | 2 | March 28, 2023 |
| October 2024 | $198,409,109 | 2 | March 15, 2024 |
| October 2025 | $236,391,035 | 4 | March 31, 2025 |
| October 2026 | $268,633,269 | 4 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $236,391,035 to $268,633,269 (+14%).
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andrews Advisory Associates, LLC (CRD 118957): Form ADV filing data as of October 2026.