Keala Advisors

Overview

Keala Advisors is organized as a limited liability company owned by an individual and operates as a capital allocator that outsources portions of its investment management. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs manager selection and hosts educational seminars and workshops. Its fee model includes a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, does not present itself as a multi-state adviser, and is not listed as a pension consultant or related adviser. An industry affiliation with a law firm is noted in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices