ANDINA CAPITAL MANAGEMENT, LLC

CRD

151762

SEC file #

801-80633

EIN

270850638

DBA names

Andina Advisors

Economics

AUM

$1.26B

AUM band

$1B+

AUM trajectory

'20 · $218.7M

'21 · $247.0M

'22 · $258.1M

'23 · $461.2M

'25 · $1.02B

'26 · $1.26B

'20'26

$218.7M → $1.26B▲ +477%

sec adv history

Client mix

Individuals Other	409
Individuals High Net Worth	223
Corporations	68
Pension Profit Sharing Plans	10
Insurance Companies	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 6 advisors

'22 · 9 advisors

'23 · 15 advisors

'25 · 12 advisors

'26 · 13 advisors

'20'26

6 advisors → 13 advisors▲ +117%

sec adv history

Primary office

LOGAN UT

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

andinaadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ANDINA PARTNERS,LLC

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

ANDINA PARTNERS,LLC

L3 INVESTMENTS, LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ANDINAADVISORS.COM

Rdap Domain Creation Date

2021-04-15T17:19:51Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

22,707

Form 5500 Compensation Trajectory 3y

2025

22,707

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

22,707

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001919158

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-05

Edgar Last Filing Date

2026-04-17

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-17

Accession0001919158-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2

Soi Zip Pct 200k Plus

0.0588

Soi Zip Returns 200k Plus

620

Soi Zip Total AGI

819,617

Fdic Zip Total Deposits

6,592,074,000

Fdic Zip Branch Count

118

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Cache Valley Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1300 N 200 E #112LOGAN, UT 84341

Business

1300 N 200 E #112LOGAN, UT 84341

Edgar EIN

270850638

Edgar Recent Filings

13F-HR2026-04-17 · 0001919158-26-000004

13F-HR2026-02-12 · 0001919158-26-000002

Fdic Zip Branches Raw

First Commerce BankLogan, UT

Fdic Zip HHI

1791.74

Fdic Zip Top Bank Share Pct

27.99

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-15T17:19:51Z

Rdap Domain Last Changed

2026-05-08T00:49:04Z

Rdap Nameservers

Agustin.ns.cloudflare.comAngelina.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Active

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	40,952
Returns	3,170

Stub 2

AGI	97,668
Returns	2,650

Stub 3

AGI	102,600
Returns	1,680

Soi Zip Total Business Income

12,562

Soi Zip Total Cap Gains

44,004

Soi Zip Total Dividends

14,546

Soi Zip Total Returns

10,550

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