AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
OL

Owen Lahr

ANDREWS ADVISORY ASSOCIATES
HONOLULU, HI 96813
Some features on this profile are disabled
CRD#: 7990221
OL

Professional summary

Owen Lahr is a registered financial advisor currently at ANDREWS ADVISORY ASSOCIATES, LLC located in Honolulu, Hawaii.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Owen has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Lahr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 16, 2024 - Present

ANDREWS ADVISORY ASSOCIATES, LLC

Office #1: 1003 Bishop Street Suite 1808, Honolulu, HI 96813
RIA
CRD#: 118957
HONOLULU, HI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ANDREWS ADVISORY ASSOCIATES, LLC
ANDREWS & ENOS, LLC | ANDREWS ADVISORY ASSOCIATES, LLC

CRD#: 118957 / SEC#: 801-66553

RIA
Registered Investment Advisory firm - (4/20/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Hawaii
(11/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/8/2023
Securities Industry Essentials Examination

Current Firm

AA
ANDREWS ADVISORY ASSOCIATES, LLC
ANDREWS & ENOS, LLC | ANDREWS ADVISORY ASSOCIATES, LLC

CRD#: 118957 / SEC#: 801-66553

RIA
Registered Investment Advisory firm - (4/20/2006 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1003 Bishop Street Suite 1808, Honolulu, HI 96813
Mailing Address
Phone number
(808) 521-4015
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - ANDREWS ADVISORY ASSOCIATES (3/31/2025)

Regulatory assets under management

Total Number of Accounts689
AUM (Assets Under Management)$ 236,391,035

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ANDREWS ADVISORY ASSOCIATES, LLC

CRD#: 118957Honolulu, HI 96813

TRUST BUT VERIFY

Monitor Owen Lahr

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RN
Racquel NakataAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Honolulu, HI
BT
Bradford TomAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Honolulu, HI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics