Kokua Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 168439
- Registered since
- March 11, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.09%
- Individuals7.91%
- Other Investment Advisers1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kokua Capital Management is an independent, SEC-registered investment advisory firm organized as an LLC and launched in 2022. It is an owner-operated boutique that charges clients on a percentage-of-assets basis and provides financial planning and portfolio management primarily for individuals, families and small-business owners, while also serving some institutional clients. The firm’s ADV indicates it does not market itself as an ESG-focused manager and that it operates under a conventional advisory model rather than as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds16%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Todd Erskine
Managing PartnerCRD 4343177
Wheeler Chapman
FounderCRD 1576966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$57.9M in ETFs
89%
$51.4M
10%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $4.8M | 163,239 | 8.30% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Creighton Capital Management LLC
RIAMainstream Capital Management
RIALos Angeles, CA
Wealth Teams Alliance
RIAIrvine, CA
JHP Wealth Management, LLC
RIACentennial, CO
Easley Investment Consultants, Inc.
RIARidgeland, MS
Bright Angel Advisors LLC
RIASaint Paul, MN