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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-22-2000
- Office Locations
- 2
Office Locations
About Cadinha & CO LLC
Cadinha & Company (Cadinha & Co., LLC) is a Honolulu-based RIA with 40+ years serving high-net-worth individuals and institutions. The firm provides investment management and unconventional financial planning focused on preserving assets first, then growth, using a risk-aware, technical-discipline approach. Leadership is regularly featured in market commentary and ranked #15 on CNBC’s Financial Advisor 100 list (2025).
Reported data analysis
What the numbers show
Between March 21, 2025 and March 24, 2026, reported AUM increased 4.5%, from $1.1B to $1.1B.
Across 5 reported observations, AUM increased 7.7% between August 31, 2022 and March 24, 2026, from $1.0B to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 639 clients, or 63.9 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
HARLAN JOSEPH CADINHA
Chairman, Chief Investment Strategist
- CRD
- #37879
- Ownership
- Less than 5%
KALEIALOHA KATHLEEN CADINHA-PUA'A
Chief Executive Officer, Chief Investment Officer, DIRECTOR, President, VICE CHAIRMAN
- CRD
- #4533845
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
HARLAN B. K. CADINHA
Chairman
- CRD
- #2843269
MICHAEL LOUIS D'ADDARIO
Vice President
- CRD
- #2929511
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,122,698,766 | $798,506 |
| Non-Discretionary | $0 | -- |
| Total | $1,122,698,766 | $798,506 |
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Separately Managed Accounts
SMA allocation detail is available
Cadinha & CO LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cadinha & CO LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.