H
CRD: 300951
Honolulu Capital Management
Honolulu, HI, 96819
8087445314
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2019
- Office Locations
- 1
Office Locations
3049 Ualena Street Suite 415 Honolulu HI
About Honolulu Capital Management
Honolulu Capital Management is a Honolulu-based RIA. The firm has been operating for 6 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$118.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Horizon Pioneer Vertex peak
Client Personas
Peak value
Investment Themes
Prime
Investment Vehicles
Timber bridge
Services
Quantum Zenith delta Optima
Owner & Executives
T
TOD ANDREW MARCUS
Chief Compliance Officer, Managing Member
- CRD
- #5342929
- Ownership
- 75% or more
(316) 717-7372
capital.meridian@eaglecapital.com
in linkedin.com/in/pathway-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,188,951 | -- |
| Total | $3,188,951 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,188,951
Public Funds:
46.8% Equity - Exchange:
30.1% Cash:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,023,814,800 | 46.8% |
| Equity - Exchange | $658,479,177 | 30.1% |
| Cash | $505,344,485 | 23.1% |
| Total | $2,187,638,462 | 100.0% |