SAN RAFAEL, CACRD 158515Latest ADV February 24, 2026
Ohana Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated February 24, 2026, reports $2.8B in regulatory assets under management, 13 employees, 1 office, and 22 accounts.
Assets Under Management
$2.8B
Employees
13
Offices
1 office
Total Clients
22
Primary office
SAN RAFAEL, CA
101 LUCAS VALLEY, SUITE 202, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.5% of total clients.
Top client categories% of clientsClients
1
HNWI
95.5%
21
2
Pooled Investment Vehicles
4.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of February 24, 2026
Discretionary61.4%
$1.7B
61% of total RAUM61.4%
Non-discretionary38.6%
$1.1B
39% of total RAUM38.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.8B
Total Accounts22
10Y AUM Change+$2.1B (+306.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee2:1
10Y Employee Change+3 (+30.0%)
* 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.