RIA Intel›Advisers›New Hampshire›KUSTAS, ANDREW LOUIS

KUSTAS, ANDREW LOUIS

Advisory

WOLFEBORO, NH

Data as of May 18, 2026 · Source: SEC Form ADV

Average account

$118K

across 203 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, MA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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