# ANDINA CAPITAL MANAGEMENT, LLC

ANDINA CAPITAL MANAGEMENT, LLC of LOGAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 151762
- Type: SEC-registered investment adviser
- SEC file number: 801-80633
- Location: 1300 N 200 E, SUITE 112, LOGAN, UT, 84341
- Phone: (435) 250 3700
- Latest filing: 2026-07-02
- Regulatory AUM: $1.3B
- Discretionary AUM: $628.8M
- Non-discretionary AUM: $632.7M
- Clients: 13
- Accounts: 4,262

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| James Brett Belliston | OWNER | Lehi, UT |
| Ryan Mathew Bohm | MANAGING PARTNER, CEO; OWNER; SOLE OWNER / MANAGING MEMBER | — |
| Tanner Dance | MANAGING PARTNER, CIO; OWNER; SOLE OWNER / MANAGING MEMBER | — |
| Casey Mark Monsen | TRUSTEE | — |
| Roger Zebulun Lowe | OWNER | — |
| Eric Stephan Barlow | FOUNDER; MANAGING PARTNER; OWNER | — |
| Courtney J Valdez | CHIEF COMPLIANCE OFFICER | — |
| Penny Paul | CHIEF COMPLIANCE OFFICER | Lehi, UT |
| BARLOW ERIC STEPHAN | MANAGING MEMBER; OWNER | — |
| BELLISTON JAMES BRETT | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| BOHM RYAN MATHEW | OWNER | — |
| LOWE ROGER ZEBULUN | OWNER | — |
| Paul Penny | CHIEF COMPLIANCE OFFICER | — |
| Dance Tanner | OWNER | — |
| MONSEN CASEY MARK | TRUSTEE | — |
| Tanner Tessmer Dance | MANAGING PARTNER, CIO; SOLE OWNER / MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151762/similar
- Related entities: https://search.stillhousedata.com/firm/151762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151762

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.