Andina Capital Management, LLC

Overview

The firm’s current website lists offices in Logan and Draper, Utah.² Its services address investment management, income tax reduction, risk management, asset protection, business advisory work, retirement strategies, estate planning and cash flow management.²

History

The Form ADV brochure is dated March 7, 2024.¹

Leadership

The team page lists Ryan M. Bohm as Managing Partner and Eric Barlow as Founding Partner.³ Tanner Dance is listed as Partner and Chief Investment Officer, while Courtney Valdez is Chief Compliance Officer.³ Austin Scott, Quinn Longhurst and Ginger Harris are listed as Wealth Advisors.³ Jenny Lund, Shelly Brimley and Abby Granley are listed as Client Relations Specialists, and Meg Gillman is listed as Executive Assistant.³

Services

The firm offers portfolio management and portfolio monitoring.¹ Portfolio management accounts are managed on a discretionary basis. The brochure states that the firm does not manage accounts on a non discretionary basis.¹ The brochure separately reports non discretionary accounts and states that portfolio monitoring accounts are managed by independent third party money managers.¹ The firm evaluates those managers’ performance and may suggest changes.¹

The Form ADV describes estate, financial and tax planning, business succession planning, employer retirement plans and investment management.¹ The website adds business advisory services covering entity structuring, business operations and succession planning.² Estate planning is described as coordinating assets with family and legacy goals.²

Family office services address family legacy assets, financial assets, operating businesses, philanthropic assets and real estate assets.² Listed services include investment and balance sheet reporting, tax preparation and administration, trust and estate management, philanthropic management, bill pay, succession planning, household payroll and bookkeeping, and family governance and education.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client focus

The website says the firm serves individuals, families and business owners.³ It describes experience in investment management, estate and legacy planning, business advisory work and risk management.³

Investment philosophy and approach

The firm’s stated planning process begins with a discovery meeting.¹ That meeting covers client values, financial concerns, objectives, the client’s definition of success, relationships, assets, professional advisers and process preferences.¹ The firm says portfolio monitoring involves reviewing independent third party money managers and considering changes when appropriate.¹

Assets and minimums

As of December 31, 2023, discretionary managed accounts totaled $404,667,532.¹ As of December 31, 2023, reported non discretionary accounts totaled $403,803,300.¹

FAQs

Related resources

• LocationMultifamily offices in San Diego

  This San Diego directory gives families and business owners a way to compare multifamily office providers by location and stated services. Reviewing nearby firms can help a reader frame questions about investment management, tax and estate planning, administration, and family governance before speaking with Andina Capital Management, LLC.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate decisions. A reader considering Andina Capital Management, LLC can use these materials to clarify questions about estate planning, family governance, philanthropy, and coordination with investment or tax planning conversations.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners reviewing Andina Capital Management, LLC may use it to identify governance, succession, ownership, and operating questions that connect with business owner services, family education, and broader family office planning.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com overview explains common ways multifamily offices allocate capital across public markets, private investments, alternatives, and other holdings. It can help a prospective client prepare questions about risk, liquidity, retirement goals, and private investment access when discussing Andina Capital Management, LLC's services.

• Similar firmsConfluence Capital Advisors, LLC
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  Profiles of Confluence Capital Advisors, LLC, Arrowroot Family Office, and Catalyst Family Office provide comparison points within the same site. A family or business owner can review their stated services, client focus, and locations to develop a practical checklist for conversations with Andina Capital Management, LLC.

Sources

1. Form ADV Part 2A brochure , accessed October 23, 2026.
2. Andina Advisors home page , accessed October 23, 2026.
3. Andina Advisors About Us , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.