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Humble Capital Management LLC

Humble Capital Management LLC. CRD 158115

H

CRD: 158115

Humble Capital Management LLC

$145.6M Total AUM
$145.6M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · E*TRADE
Clients
Retail and Institutional
Platforms
Available
Established Date
01-11-2012
Office Locations
1

Office Locations

410 Atkinson Dr. Suite 433 Honolulu HI

About Humble Capital Management LLC

Humble Capital Management LLC is a privately held Honolulu-based investment adviser providing capital management to retail and institutional clients. The firm follows a fundamental, intrinsic-value equity approach—seeking well-managed companies with durable competitive advantages trading below estimated value—and emphasizes humility and emotional discipline in capital allocation. Public profile data indicates SMA allocations heavily in equity ETFs alongside U.S. government/agency bonds, with Schwab among key custodians.

Team overview

44 AVG AGE
$72.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

Available
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Available
Available
Available
Available
Available
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Asset Classes

Available

Custodian

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

G

GORDON TAKERU NIHEI

PRINCIPAL, Vice President

CRD
#5930623
Ownership
50% but less than 75%
Available
Available
Available
CHAD RIKIO SAKUMOTO

CHAD RIKIO SAKUMOTO

Chief Compliance Officer, PRINCIPAL, Vice President

CRD
#5930593
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-27-2024
03-03-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $145,564,094 $1,797,088
Non-Discretionary $0 --
Total $145,564,094 $1,797,088

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Cash Available Available
Total Available Available

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