KAHALA FINANCIAL ADVISORS, LLC
Adviser information for KAHALA FINANCIAL ADVISORS, LLC last updated from Form ADV on March 13th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Hawaii, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 439 | $164.2M |
| Non-Discretionary | 0 | $0 |
| Total | 439 | $164.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 165 | $163.4M |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | <5 | $782,093 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110741 |
|---|---|
| SEC ERA File Number | 801-110741 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108564 |
| Legal Entity Identifier | None |
Principal Office
4211 WAIALAE AVE, SUITE 407HONOLULU
HI
United States
Monday - Friday, 8AM TO 4PM
Tel: 808-734-7665, Fax: 808-735-7110
Websites
Chief Compliance Officer
GREG MIYASHIRO
MANAGER/CHIEF COMPLIANCE OFFICER
4211 WAIALAE AVENUE, SUITE 407
HONOLULU
HI
United States
Tel:
808-734-7665
Fax:
808-735-7110
G**********@**************T
(Full email address available in API data)
Regulatory Contact
RYAN MIYASHIRO
MEMBER
4211 WAIALAE AVENUE, SUITE 407
HONOLULU
HI
United States
Tel:
808-734-7665
Fax:
808-734-7110
R*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREG S. MIYASHIRO TRUST | Domestic Entity | – | TRUST | 12/2007 | 50-75% |
| MIYASHIRO, GREG, SATORU | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2007 | < 5% |
| MIYASHIRO, RYAN, SATORU | Individual | – | MEMBER-MANAGER | 12/2014 | 50-75% |
| MIYASHIRO, GREG, SATORU | Individual | – | TRUSTEE | 12/2007 | < 5% |