BANKOH ADVISORS
BANKOH INVESTMENT SERVICES, INC. Legal Name
Adviser information for BANKOH ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Hawaii, United States |
Employees
| Total Number of Employees | 37 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 31 |
| Registered State Investment Advisers | 25 |
| Licensed Agents of an Insurance Company | 27 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1,202 | $343.7M |
| Total | 1,202 | $343.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 590 | $177.9M |
| HNW Individuals | 83 | $140.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $12.6M |
| Charitable organizations | <5 | $3.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 19 | $8.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 711 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Broker-dealer |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 343.7M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-105480 |
|---|---|
| SEC ERA File Number | 801-105480 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 29280 |
| Legal Entity Identifier | None |
Principal Office
130 MERCHANT STREETCC #475
HONOLULU
HI
United States
Monday - Friday, 7:30AM TO 4:30PM
Tel: (808) 694-8500, Fax: (808) 694-4878
Chief Compliance Officer
CHRISTOPHER KELLER
130 MERCHANT STREET
CC #475
HONOLULU
HI
United States
Tel:
(808) 694-8949
Fax:
(808) 694-4891
C*****************@******M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER OTTO
PRESIDENT & CEO
130 MERCHANT STREET
CC #475
HONOLULU
HI
United States
Tel:
808-694-6562
C***************@******M
(Full email address available in API data)
Industry Affiliates
| ASSET MANAGEMENT GROUP OF BANK OF HAWAII | Other investment adviser, including financial planners |
| BANK OF HAWAII | Banking or thrift institution |
| PACIFIC CENTURY LIFE INSURANCE CORPORATION | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BANK OF HAWAII | Domestic Entity | – | PARENT | 09/1994 | > 75% |
| BANK OF HAWAII CORPORATION | Domestic Entity | BANK OF HAWAII | PARENT | 10/1991 | > 75% |
| KELLER, CHRISTOPHER ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2014 | < 5% |
| OTTO, CHRISTOPHER ANTHONY | Individual | – | PRESIDENT & CEO | 06/2016 | < 5% |
| BRANT, DAVID ROBERT | Individual | – | FINANCIAL & OPERATIONS PRINCIPAL | 01/2022 | < 5% |
| ABBRUZZESE, MARCO AURELIO | Individual | – | CHAIRMAN OF THE BOARD | 02/2022 | < 5% |