Wealth Manager
    SEC Registered
    Manages Private Funds

    Kahala Financial Advisors, LLC

    Registered investment advisor · Honolulu, Hawaii · CRD #108564

    Assets Under Management
    $203M
    Client Accounts
    422
    Employees
    2
    CRD Number
    108564
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kahala Financial Advisors, LLC

    Kahala Financial Advisors, LLC is a SEC-registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $203M in regulatory assets across 422 client accounts. The firm's full regulatory record is filed with the SEC under CRD #108564.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Kahala Financial Advisors, LLC

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    Frequently Asked Questions

    What is Kahala Financial Advisors, LLC's AUM?

    Kahala Financial Advisors, LLC reports approximately $203M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kahala Financial Advisors, LLC headquartered?

    Kahala Financial Advisors, LLC is headquartered in Honolulu, Hawaii.

    What is Kahala Financial Advisors, LLC's CRD number?

    Kahala Financial Advisors, LLC's CRD number is 108564. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kahala Financial Advisors, LLC manage?

    Kahala Financial Advisors, LLC manages approximately 422 client accounts according to its latest SEC filing.

    Is Kahala Financial Advisors, LLC SEC registered?

    Yes, Kahala Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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