Wheeler Chapman
Kokua Capital Management · Chapel Hill, North Carolina
Wheeler Chapman is a fee-only financial advisor at Kokua Capital Management in Chapel Hill, North Carolina. Kokua Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kokua Capital Management |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.9M across 274 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 1576966 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kokuacap.com |
How Wheeler'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 Wheeler
Is Wheeler Chapman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wheeler 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 Wheeler charge for financial advice?
Wheeler's firm, Kokua Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Wheeler Chapman based?
Wheeler Chapman is based in Chapel Hill, North Carolina.
Is Wheeler Chapman registered with the SEC?
Yes. Wheeler Chapman is registered as an investment adviser representative in NC and TX (CRD 1576966), 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 Wheeler Chapman?
Through Wheeler'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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