Andrews Advisory Associates, Llc
- Regulatory AUM
- $269M
- Discretionary
- $216M
- Clients
- 263
- Avg AUM / client
- $1.0M
- Accounts
- 263
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $51.3M | 19.1% |
| High net worth individuals | 65 | $167M | 62.3% |
| Pension and profit sharing plans | 18 | $50.0M | 18.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christina June Brown | Manager, Investment Adviser Representative And Chief Compliance Officer | CFP | Jun 2007 (19y) | 50% – 75% |
| Travis Tomokazu Tsukayama | Investment Adviser Representative And Manager | Jun 2015 (11y) | 25% – 50% | |
| Scott Hiroki Tonai | Registered representative | CFP | Jun 2024 (2y) | |
| Owen Lahr | Registered representative | Nov 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $208M (77% of AUM) Mar 2026
- Ascensus Broker Dealer Services, Llc $27.4M (10% of AUM) Mar 2026
- Broadridge Business Process Outsourcing, Llc $18.1M (12% of AUM) Mar 2023
- Ascensus, Inc. $10.7M (8% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗