Timothy Schenk
Kuleana Capital Management · Free Union, Virginia
Timothy Schenk is a fee-only financial advisor at Kuleana Capital Management in Free Union, Virginia. Kuleana Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Kuleana Capital Management |
|---|---|
| Based in | Free Union, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $82.6M across 36 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6813498 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kuleanacap.com |
| Profile |
How Timothy's firm compares
- Kuleana Capital Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Timothy
Is Timothy Schenk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Kuleana Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Kuleana Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Timothy Schenk based?
Timothy Schenk is based in Free Union, Virginia.
Is Timothy Schenk registered with the SEC?
Yes. Timothy Schenk is registered as an investment adviser representative in TX and VA (CRD 6813498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kuleana Capital Management manage?
Kuleana Capital Management reports $82.6M across 36 accounts in assets under management.
How do I contact Timothy Schenk?
Through Timothy's website, www.kuleanacap.com.
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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