# Frank Yi

> Frank Yi is a fee-only financial advisor at Twin Lakes Capital in Honolulu, Hawaii. Twin Lakes Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/frank-yi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Twin Lakes Capital
- **Based in:** Honolulu, Hawaii
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $314.7M across 401 accounts
- **CRD:** 2169256 (https://adviserinfo.sec.gov/individual/summary/2169256)
- **SEC registration:** Investment adviser representative in HI
- **Exams passed:** Series 63 (1991), Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Frank Yi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Twin Lakes Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frank charge for financial advice?

Frank's firm, Twin Lakes Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Frank Yi based?

Frank Yi is based in Honolulu, Hawaii.

### Is Frank Yi registered with the SEC?

Yes. Frank Yi is registered as an investment adviser representative in HI (CRD 2169256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Twin Lakes Capital manage?

Twin Lakes Capital reports $314.7M across 401 accounts in assets under management.

### How do I contact Frank Yi?

Contact details aren't on file yet. Search for Twin Lakes Capital.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2169256): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.