Cadinha & Co LLC

RIASEC RegisteredEst. 2000
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$799K
Accounts
1,406
Employees
19
Advisory reps
9

Firm details

Headquarters
Honolulu, Hawaii
CRD number
108135
Registered since
June 22, 2000
Website
cadinha.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI82.02%
  • Individuals10.7%
  • Corporations / Businesses5.2%
  • Charitable Organizations2.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cadinha & Co LLC is an independent registered investment adviser organized as an LLC and operating since 2000. The firm serves individual and family clients as well as institutional and small-business investors, offering financial planning and portfolio management for both private and institutional accounts. Its fee model combines a percentage of assets under management with the option for hourly billing. Cadinha & Co reports it is not an active ESG investor and does not function as a capital allocator; it also is not registered as a multi-state adviser or pension consultant. The firm has received several industry recognitions, including multiple appearances on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022, 2025), placement on FA Magazine’s Top RIA Firms list in 2020, and inclusion in the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 29%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 11%45%
  • Exchange Traded Equities45%
  • US Government Bonds29%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents11%

Owners & executives

3 of 3
  • Monique Feary

    Monique Feary

    Director of Finance & Chief Compliance OfficerCRD 7359080

  • Harlan Cadinha

    Harlan Cadinha

    Chairman & CEOCRD 37879

  • Kaleialoha Cadinha-pua'a

    Kaleialoha Cadinha-pua'a

    President, CEOCRD 4533845

Contacts

3 of 6
  • Niel Lentz

    Niel Lentz

    Vice PresidentCRD 1068462

  • Bradley Totherow

    Bradley Totherow

    Vice PresidentCRD 2067689

  • Skyler Keate

    Skyler Keate

    Vice President of OperationsCRD 6376766

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$126M in ETFs

Passive

100%

$126M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$39M516,61830.93%
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Location

Primary office

Honolulu, HI

Honolulu

Location

Honolulu, HI

Headquartered in Honolulu, HI, in the West of the United States.

Region
West
County
Honolulu
Address
900 Fort Street Mall
Time zone
HT (UTC-10)
Office locations

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