| Total AUM | $364.1M |
| Discretionary | $364.1M100% of AUM |
| Client Accounts | 371 |
| Avg Account Size | $981K |
| Employees | 5 |
| Peak AUM | $364.1MMar 2026 |
Total AUM
$364M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $364M | +19.8% | +13.8% | — | |
| Discretionary AUM | $364M | ||||
| Total AUM | $364.1M |
| Discretionary | $364.1M |
| Employees | 5 |
| Client Accounts | 371 |
| Client Range | 101-250 |
Address
1001 BISHOP STREET
HONOLULU HI 96813
Phone
808-451-3193
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$364M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +19.8% |
| +13.8% |
| — |
| Total Accounts | 371 | +13.5% | +15.1% | — |
| Avg Account Size | $981,333.954 | +5.6% | 1.1% | — |
| Employees | 5 | +25.0% | 0.0% | +4.6% |
| AUM / Employee | $73M | 4.1% | +13.8% | — |
Client AUM Segments | |||||
| Wealth AUM | $344M | +17.0% | +12.7% | — | |
| Institutional AUM | $15M | +159.4% | +32.5% | — | |
| Fund / Pooled AUM | $5M | +23.1% | +361.9% | — | |
Client Count Segments | |||||
| HNW Clients | 47 | +6.8% | +23.4% | — | |
| Institutional | 10 | +66.7% | +18.6% | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 69 | +43.8% | +25.4% | — | |