Robinson, Andrew
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state‑registered sole proprietorship that offers discretionary portfolio management to individual and high‑net‑worth clients, using accounts executed through Interactive Brokers with a stated minimum investment. It provides active trading services rather than separate financial planning or non‑securities advice.
The adviser’s approach is systematic and short‑term, relying on technical analysis of one‑minute charts, backtested rules and AI‑assisted computing to generate real‑time signals (examples include MACD, RSI, volume and ATR) for momentum, mean‑reversion and volume‑surge strategies in large‑cap stocks and ETFs. Strategies are executed automatically under discretionary authority, accounts are reviewed regularly, and the brochure notes a policy of avoiding intentional sales at a loss.
Distinctive for this group of firms is the combination of a small, state‑registered advisory structure with algorithmic, AI‑assisted active trading targeted at both individual and high‑net‑worth clients — a service mix that is uncommon among peers in this category. The brochure also references the advisor’s public finance and agricultural lending background and explicitly discloses no performance‑based fees, which may signal an emphasis on execution and systematic trading rather than traditional wealth‑planning services.
Client services
Expertise
Fee options
$30,000 - $500,000: 1.5% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually Over $5,000,000+: 0.50% annually
Account minimum: $30,000
Main office
Ewa Beach HI
Advisors at this office
1
Most active in
Hawaii
Also doing business as
Legacy Investment Advisors · Robinson, Andrew
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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