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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-1999
- Office Locations
- 1
Office Locations
About Andrews Advisory Associates, LLC
Andrews Advisory Associates, LLC is an independent, fee-only fiduciary RIA in Honolulu providing wealth management, comprehensive financial planning, and qualified retirement plan services for individuals, families, small businesses, and nonprofits. Founded in 1996, the firm emphasizes long-term, goals-based planning and portfolio construction using public funds and ETFs, and custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 19, 2026, reported AUM increased 13.6%, from $236.4M to $268.6M.
Across 5 reported observations, AUM increased 52.7% between June 22, 2022 and March 19, 2026, from $175.9M to $268.6M.
Of the latest reported AUM, 80.4% is discretionary and 19.6% is non-discretionary.
The firm reports 4 advisory representatives and 264 clients, or 66 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHRISTINA JUNE BROWN
Chief Compliance Officer, Director, Investment Adviser Representative, Manager
- CRD
- #3178052
- Ownership
- 50% but less than 75%
Travis Tomokazu Tsukayama
Director, Investment Adviser Representative, Manager
- CRD
- #6705780
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Owen Lahr
Certified Financial Planner
- CRD
- #7990221
Scott Hiroki Tonai
Wealth Manager
- CRD
- #6619125
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,906,374 | $892,175 |
| Non-Discretionary | $52,726,895 | $2,510,805 |
| Total | $268,633,269 | $1,021,419 |
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Separately Managed Accounts
SMA allocation detail is available
Andrews Advisory Associates, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Andrews Advisory Associates, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.