Andrews Capital Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,754,035
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
22
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$3,034,274
About
Andrews Capital Management provides fee-only investment supervisory services and financial planning to individuals, trusts, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, periodic performance reporting, and standalone or segmented financial planning engagements.
The adviser follows a long-term, diversified asset-allocation approach designed to limit turnover and manage after-tax outcomes, using individual stocks, no-load mutual funds, ETFs, bonds, REITs and cash instruments. Clients begin with an initial interview and data-gathering process to set goals and risk tolerance; accounts are custodied at a third-party custodian and clients receive quarterly reports and transaction statements.
What is noteworthy is the firm’s inclusion of pension and profit-sharing plan clients alongside individual and trust clients, a client mix that is less common for firms of this size and structure. The firm is strictly fee-only (no commissions or outside compensation), recommends an institutional custodian for access to institutional services, and maintains policies such as a Code of Ethics, limited personal trading protocols, and an arbitration clause for disputes.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $750,000: 1.00% annually $750,001 - $1,500,000: 0.75% annually $1,500,001+: 0.50% annually Any fixed income amount - Any fixed income amount: 0.50% annually Any cash & equivalents amount - Any cash & equivalents amount: 0.50% annually
$150 per hour for financial plans, maximum $1,500 for comprehensive plan
Account minimum: $500,000 Fee-only: Fee-only investment supervisory services; no commissions or fees from outside parties.
Main office location
Andrews Capital Management Inc
1224 Tenth Street, Suite 203
Coronado CA 92118, United States
Number of offices
1
Most active in
Andrews Capital Management Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")