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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2021
- Office Locations
- 2
Office Locations
About Kala Capital
Kala Capital Partners is a Hawaii-based, CFP-led fiduciary RIA providing personalized financial planning and investment management for proactive high earners—entrepreneurs, executives, and growing families. Its 5-step C.L.E.A.R. process covers cash flow, tax-aware investing, equity compensation, and retirement plan strategy, with ongoing guidance via RightCapital and coordinated work with CPAs and attorneys, backed by transparent, commission-free pricing.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
April Dwyer Nakayama Frost
Chief Compliance Officer, Partner
- CRD
- #6560115
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Christopher Yasuji Bueno
Advisor
- CRD
- #6857448
Cullen Lokomaikai Dochin
--
- CRD
- #8230488
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,659,641 | $161,538 |
| Non-Discretionary | $1,090,647 | $4,714 |
| Total | $24,750,288 | $106,650 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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