Firm
Kokua Capital Management
Honolulu, Hawaii
Fee-only
Kokua Capital Management at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 95 individual clients, 51 of them high net worth.
- Its average account is about $817,000 (assets it manages divided by its 274 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | kokuacap.com |
| Phone | (312) 994-2390 |
Kokua Capital Management fees
Kokua Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $224 million |
| Individual clients | 44 |
| High-net-worth clients | 51 |
| Accounts managed | 274 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-123439) |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 168439 |