CRD: 330374
Kukui Tree Capital Management LLC
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2024
- Office Locations
- 1
Office Locations
About Kukui Tree Capital Management LLC
Kukui Tree Capital Management is an independent, fee-only fiduciary RIA serving high-net-worth individuals, families, and executives with integrated financial, tax, estate, and investment planning plus ongoing asset management. Portfolios combine evidence-based public equity exposure with select private market opportunities, emphasizing long-term, tax-efficient growth and risk management. Led by founder Warren Jackson, CFA, and works with Charles Schwab & Co.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WARREN GERALD JACKSON
Chief Compliance Officer, FOUNDER, President, Senior Advisor
- CRD
- #5282788
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,200,000 | -- |
| Non-Discretionary | $16,000,000 | -- |
| Total | $105,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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