Fee-only adviser · College Grove, TN
Andorra Investment Management, Inc.
Andorra Investment Management, Inc. is a fee-only investment adviser registered with the securities regulators of California, Tennessee, with its main office in College Grove, Tennessee. On its latest Form ADV, filed April 29, 2026, it reports $22M in regulatory assets under management, 30 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Tennessee |
|---|---|
| Firm CRD number | 150527 |
| Office | 6730 Cross Keys RD College Grove, TN 37046 |
| Phone | (562) 433-1400 |
| Website | www.ai-mgmt.com |
| Regulatory assets under management | $22M |
| Individual clients | 27 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Franklin 21 firms
- Brentwood 15 firms
- Murfreesboro 3 firms
- Nashville 39 firms
- Mt. Juliet 1 firm
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