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Cadinha & CO LLC

Cadinha & CO LLC. CRD 108135

Cadinha & CO LLC logo

CRD: 108135

Cadinha & CO LLC

Honolulu, HI, 96813
8085239488
$1.1B Total AUM
$1.1B Disc. AUM
2.1% 3Y CAGR
19 Employees
639 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Glacier atlasZenith vertex
Established Date
06-22-2000
Office Locations
2

Office Locations

1389 Center Drive, Suite 140 Park City UT
900 Fort Street Mall, Suite 1450 Honolulu HI

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).

Team overview

53 AVG AGE
$112.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18.3 yrs AVG TENURE
19 Employees
10 Advisory Reps
8 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Atlas unison Crest

Custodian

Matrix frontier Optima delta

Investment Themes

Atlas Optima

Investment Vehicles

Pioneer element Bridge

Platform

Meridian value Summit catalyst

Services

Delta vital Peak Wave element Zenith pioneer Peak matrix

Technology

Pioneer alpha Radial horizon

Owner & Executives

H

HARLAN JOSEPH CADINHA

Chairman, Chief Investment Strategist

CRD
#37879
Ownership
Less than 5%
(472) 786-1470
timber.radial@harborcapital.com
in linkedin.com/in/vertex-foundation
K

KALEIALOHA KATHLEEN CADINHA-PUA'A

Chief Executive Officer, Chief Investment Officer, DIRECTOR, President, VICE CHAIRMAN

CRD
#4533845
Ownership
Less than 5%
(423) 441-2757
alpha.fusion@quantumcapital.com
in linkedin.com/in/crest-horizon
S

Signal peak

Delta radial foundation

CRD
#83795
Ownership
18.6%
(772) 386-3815
radial.quantum@frontiercapital.com
in linkedin.com/in/optima-insight

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Contacts

H

HARLAN B. K. CADINHA

Chairman

CRD
#2843269
(218) 696-8638
eagle.glacier@atlascapital.com
in linkedin.com/in/quantum-glacier
MICHAEL LOUIS D'ADDARIO

MICHAEL LOUIS D'ADDARIO

Vice President

CRD
#2929511
(730) 390-9948
element.vector@foundationcapital.com
in linkedin.com/in/optima-catalyst
N

North value

Pathway capital eagle

CRD
#46154
(385) 910-8796
eagle.eagle@radialcapital.com
in linkedin.com/in/beacon-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-31-2022
06-06-2023
03-18-2024
03-21-2025
03-24-2026
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

Total SMA Asset: $1,122,698,766

$1.1B Total SMA
Equity - Exchange:
22.9%
U.S. Government/Agency:
40.7%
Public Funds:
9.5%
Cash:
26.9%
Asset class Assets Assets %
Equity - Exchange $650,528,312 22.9%
U.S. Government/Agency $1,156,179,140 40.7%
Public Funds $269,869,824 9.5%
Cash $764,157,711 26.9%
Total $2,840,734,987 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SIGNAL FOCUS ATLAS OPTIMA GGPWEHZOG EZP 3.20% $52,843,983
EAGLE EAGLE RIDGE INSIGHT GLACIER N1X6ZZR6D VFHIM 11.12% $18,482,945
OPTIMA RIDGE INSIGHT PATHWAY PRIME 4WZ5YXUSA RFKW 2.47% $79,286,821
VALUE VECTOR VECTOR MERIDIAN PIONEER 9QFHF975P DPPCA 11.07% $9,974,991
EAGLE QUANTUM CATALYST VECTOR MOMENTUM AVKZMVAEV VGUFR 6.28% $45,303,364
FRONTIER HORIZON FOCUS INSIGHT D4N1VHD2S PUPR 6.89% $109,921,681
SUMMIT HORIZON UNISON DELTA KQ0FFC85D JOBMG 7.35% $103,766,333
VALUE RADIAL INSIGHT ELEMENT ZENITH V9H9TKLYB HWM 5.74% $103,360,481

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