ANDORRA CAPITAL

RIASEC Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$1.7M
Accounts
6
Employees
5
Advisory reps
5

Firm details

Headquarters
OMAHA, Nebraska
CRD number
127045
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles84.3%
  • HNWI14.81%
  • Individuals0.9%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Andorra Capital is a privately held limited liability company that provides discretionary portfolio management for individuals, small businesses and pooled investment vehicles. The firm charges fees as a percentage of assets under management and reports an institutional client focus. Its ADV indicates the firm is not an active ESG investor and is not registered as a multi-state adviser, yet it operates multiple office locations. Investment activity is centered on liquid equity exposures — the firm shows a clear preference for exchange-traded equities — while also managing at least one pooled vehicle where it acts in sponsor/GP or managing-member roles. Andorra Capital uses external managers for select alternative strategies and supplements core equity allocations with mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

3 of 5
  • SCOTT SANDELL

    Founder & PrincipalCRD 5492030

  • DAVID NEYER

    IARCRD 2685921

  • KENNETH BEUKENHORST

    OwnerCRD 4835783

Unlock 2 more contacts

Wealth teams

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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

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
706 N 129th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth