Andrews Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,754,035
Clients
22
Advisors
1
of 1 employees
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
Expertise
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
1224 10th Street, Suite 203
Coronado CA 92118
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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