Overview
Assets Under Management: $1.0 billion
Headquarters: LEHI, UT
High-Net-Worth Clients: 165
Average Client Assets: $2 million
Frequently Asked Questions
ANDINA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151762), ANDINA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ANDINA CAPITAL MANAGEMENT, LLC is headquartered in LEHI, UT.
ANDINA CAPITAL MANAGEMENT, LLC serves 165 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, ANDINA CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ANDINA CAPITAL MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, ANDINA CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,341
Discretionary Accounts: 2,298
Non-Discretionary Accounts: 1,043
Regulatory Filings
CRD Number: 151762
Filing ID: 2011252
Last Filing Date: 2025-08-28 15:47:00
Website: https://andinafamilyoffices.com