ANDREWS INVESTMENT MANAGEMENT

RIASEC Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$214K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
AUGUSTA, Georgia
CRD number
290345
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI50%
  • Individuals50%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Andrews Investment Management is a sole-proprietor, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm bills on a percentage-of-AUM basis and operates with a clear equity orientation: filings show a strong preference for exchange-traded equities as the primary vehicle for client portfolios. The adviser is not an active ESG investor, is not positioned as a multi-state or pension consultant, and manages accounts on a discretionary basis. Service delivery is likely hands-on and owner-driven given the sole proprietorship structure and the client base concentrated among individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 10%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • ETHAN ANDREWS

    PresidentCRD 4457738

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUGUSTA, GA

RICHMOND

Location

AUGUSTA, GA

Headquartered in AUGUSTA, GA, in the South of the United States.

Region
South
County
RICHMOND
Address
1305 Waters Edge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth