Kahala Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated March 20, 2026, reports $203M in regulatory assets under management, 2 employees, and 422 accounts.
Assets Under Management
$203M
Employees
2
Offices
--
Total Clients
163
Primary office
HONOLULU, HI
4211 WAIALAE AVE, SUITE 407, HONOLULU, HI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.4% of total clients.
Top client categories% of clientsClients
1
Individuals
99.4%
162
2
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of March 20, 2026
Discretionary100.0%
$203M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$203M
Total Accounts422
10Y AUM Change+$98M (+93.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.