Todd Erskine
Kokua Capital Management · Honolulu, Hawaii
Todd Erskine is a fee-only financial advisor at Kokua Capital Management in Honolulu, Hawaii, who holds the CFP and CFA credentials. Kokua Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kokua Capital Management |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.9M across 274 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in HI, TX · CRD 4343177 |
| Exams passed | Series 63 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kokuacap.com |
How Todd's firm compares
- Kokua Capital Management's average account is about $817,000, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Todd
Is Todd Erskine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Kokua Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Kokua Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Todd Erskine based?
Todd Erskine is based in Honolulu, Hawaii.
What credentials does Todd Erskine hold?
Todd Erskine holds the CFP and CFA credentials.
Is Todd Erskine registered with the SEC?
Yes. Todd Erskine is registered as an investment adviser representative in HI and TX (CRD 4343177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kokua Capital Management manage?
Kokua Capital Management reports $223.9M across 274 accounts in assets under management.
How do I contact Todd Erskine?
Through Todd's website, www.kokuacap.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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