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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-2013
- Office Locations
- 2
Office Locations
About Kokua Capital Management
Kokua Capital Management is a wealth management and financial planning boutique serving retail and institutional clients, with a focus on entrepreneurs. The firm builds diversified, asset-allocation portfolios using ETFs alongside fixed income and public funds, and supports planning needs like business succession and insurance. Custodied primarily at Charles Schwab.
Reported data analysis
What the numbers show
Between January 23, 2025 and July 22, 2026, reported AUM increased 16.6%, from $192.1M to $223.9M.
Across 5 reported observations, AUM increased 81.4% between June 13, 2022 and July 22, 2026, from $123.4M to $223.9M.
Of the latest reported AUM, 90.7% is discretionary and 9.3% is non-discretionary.
The firm reports 2 advisory representatives and 96 clients, or 48 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kokua Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD DAVIES ERSKINE
Chief Compliance Officer, Owner
- CRD
- #4343177
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WHEELER ELLIOTT CHAPMAN III
Investment Adviser Representative
- CRD
- #1576966
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,058,086 | $766,257 |
| Non-Discretionary | $20,878,173 | $2,319,797 |
| Total | $223,936,259 | $817,286 |
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Separately Managed Accounts
SMA allocation detail is available
Kokua Capital Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kokua Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.