CRD: 108564
Kahala Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2012
- Office Locations
- 1
Office Locations
About Kahala Financial Advisors, LLC
Kahala Financial Advisors is an independent, fee-only RIA in Honolulu providing investment management and financial planning for retirees and near-retirees, often those with $1M+ saved seeking a fiduciary relationship. CFP® professionals Greg and Ryan Miyashiro (father-and-son team) use disciplined, time-tested portfolio strategies and a client-friendly planning process. Custody is primarily at Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
RYAN SATORU MIYASHIRO
Financial Advisor, General Partner
- CRD
- #6045435
- Ownership
- 50% but less than 75%
GREG SATORU MIYASHIRO
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1103782
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,393,625 | $481,975 |
| Non-Discretionary | $0 | -- |
| Total | $203,393,625 | $481,975 |
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Separately Managed Accounts
Total SMA Asset: $203,393,625
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,898,641,210 | 38.1% |
| Cash | $2,115,019,045 | 27.8% |
| Equity - Exchange | $2,594,321,923 | 34.1% |
| Total | $7,607,982,178 | 100.0% |