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Andrews Advisory Associates, LLC

Andrews Advisory Associates, LLC. CRD 118957

A

CRD: 118957

Andrews Advisory Associates, LLC

$268.6M Total AUM
$215.9M Disc. AUM
20.4% 3Y CAGR
4 Employees
264 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Ascensus ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
09-08-1999
Office Locations
1

Office Locations

1003 Bishop Street Suite 1808 Honolulu HI

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.

Team overview

33 AVG AGE
$67.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

CHRISTINA JUNE BROWN

CHRISTINA JUNE BROWN

Chief Compliance Officer, Director, Investment Adviser Representative, Manager

CRD
#3178052
Ownership
50% but less than 75%
Available
Available
Available
Travis Tomokazu Tsukayama

Travis Tomokazu Tsukayama

Director, Investment Adviser Representative, Manager

CRD
#6705780
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

O

Owen Lahr

Certified Financial Planner

CRD
#7990221
Available
Available
Available
Scott Hiroki Tonai

Scott Hiroki Tonai

Wealth Manager

CRD
#6619125
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-22-2022
03-28-2023
10-11-2024
03-31-2025
03-19-2026
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

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Equity - OTC:
Available
Other:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Equity - OTC Available Available
Other Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
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Available Available Available Available Available Available

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