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Kahala Financial Advisors, LLC

Kahala Financial Advisors, LLC. CRD 108564

K

CRD: 108564

Kahala Financial Advisors, LLC

Honolulu, HI, 96816
8087347665
$203.4M Total AUM
$203.4M Disc. AUM
-- 3Y CAGR
2 Employees
163 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-28-2012
Office Locations
1

Office Locations

4211 Waialae AVE, Suite 407 Honolulu HI

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

45 AVG AGE
$101.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Glacier

Client Personas

Fusion

Fund Managers

Vertex zenith

Investment Themes

Vector Vertex

Investment Vehicles

Catalyst

Services

Prime optima Focus atlas Catalyst north Pathway Value Signal ridge

Owner & Executives

RYAN SATORU MIYASHIRO

RYAN SATORU MIYASHIRO

Financial Advisor, General Partner

CRD
#6045435
Ownership
50% but less than 75%
(446) 242-1284
bridge.vector@catalystcapital.com
in linkedin.com/in/insight-crest
GREG SATORU MIYASHIRO

GREG SATORU MIYASHIRO

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#1103782
Ownership
Less than 5%
(845) 251-1360
pioneer.wave@quantumcapital.com
in linkedin.com/in/atlas-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
08-10-2023
03-13-2024
03-05-2025
03-20-2026
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

$203.4M Total SMA
Public Funds:
38.1%
Cash:
27.8%
Equity - Exchange:
34.1%
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%

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