| Total AUM | $985.5M |
| Discretionary | $950.7M96% of AUM |
| Non-Discretionary | $34.8M |
| Client Accounts | 1,240 |
| Avg Account Size | $795K |
| Employees | 11 |
| Peak AUM | $985.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $985M | +25.4% | +24.7% | +17.5% | |
| Discretionary AUM | |||||
| Total AUM | $985.5M |
| Discretionary | $950.7M |
| Employees | 11 |
| Client Accounts | 1240 |
| Client Range | 26-50 |
Address
1099 ALAKEA STREET
HONOLULU HI 96813
Phone
808-585-7788
Filing History
77 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$951M
96.5% of AUM
Non-Discretionary
$35M
3.5% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Custody
Total AUM
$985M
| $951M |
| +26.3% |
| +26.2% |
| +18.7% |
| Non-Disc. AUM | $35M | +5.1% | 0.7% | 0.2% |
| Total Accounts | 1k | +13.1% | +18.5% | +18.1% |
| Avg Account Size | $794,756.692 | +10.8% | +5.2% | 0.5% |
| Employees | 11 | 0.0% | +15.8% | +12.7% |
| AUM / Employee | $90M | +25.4% | +7.7% | +4.3% |
Client AUM Segments | |||||
| Wealth AUM | $869M | +27.8% | +25.9% | +18.8% | |
| Institutional AUM | $117M | +9.9% | +17.0% | +10.1% | |
Client Count Segments | |||||
| HNW Clients | 207 | +19.0% | +13.3% | +15.9% | |
| Institutional | 31 | +19.2% | +32.6% | +43.2% | |
| Individuals | 204 | +15.3% | +20.8% | +17.0% | |