Frank Yi
Twin Lakes Capital · Honolulu, Hawaii
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.
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Facts
| Firm | Twin Lakes Capital |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $314.7M across 401 accounts |
| SEC registration | Investment adviser representative in HI · CRD 2169256 |
| Exams passed | Series 63 (1991) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
How Frank's firm compares
- Twin Lakes Capital's average account is about $785,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Frank
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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