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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2012
- Office Locations
- 5
Office Locations
About Andina Advisors
Andina Family Offices provides integrated investment management and family office planning for multigenerational families, aligning portfolios with tax, estate, risk, asset protection, cash-flow, and retirement goals. Family Office support spans operating businesses, real estate, and philanthropy (foundations/DAFs), plus comprehensive reporting and tax preparation with in-house tax planning led by the CFO. Custodies with Charles Schwab.
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Owner & Executives
ERIC STEPHAN BARLOW
FOUNDER, Partner
- CRD
- #2243431
- Ownership
- Less than 5%
RYAN MATHEW BOHM
Chief Executive Officer, Managing Partner
- CRD
- #5594607
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Anthony Jase Allen
Financial Advisor
- CRD
- #6718486
ERIC STEPHAN BARLOW
FOUNDER, Partner
- CRD
- #2243431
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,779,881 | $208,828 |
| Non-Discretionary | $632,670,634 | $505,732 |
| Total | $1,261,450,515 | $295,976 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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