{ "path": "/advisors/hi/urban-honolulu/honolulu", "url": "https://advisorcensus.com/advisors/hi/urban-honolulu/honolulu", "page_type": "metro_city", "title": "Financial advisors in Honolulu, HI", "filters": {}, "scope_total": 37, "faq": [ { "q": "How many financial advisory firms are there in Honolulu, HI?", "a": "AdvisorCensus lists 37 investment advisory firms with a principal office in Honolulu, Hawaii (part of the Urban Honolulu metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 17 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Honolulu, HI?", "a": "18 of the 37 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Honolulu, HI offer financial planning?", "a": "24 of the 36 firms in Honolulu, HI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Honolulu, HI fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 37 investment advisory firms with a principal office in Honolulu, Hawaii (part of the Urban Honolulu metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Urban Honolulu metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Honolulu, HI: 37 firms from Form ADV filings as of October 2026.", "total_firms": 37, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 19, "state": 17, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 30 }, { "code": "hourly", "count": 12 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 15 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 12 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 11 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 325911, "name": "Alakai Securities Inc.", "name_as_filed": "ALAKAI SECURITIES INC.", "url": "https://advisorcensus.com/firm/alakai-securities-inc-honolulu-hi-325911", "city": "Honolulu", "state": "HI", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 118957, "name": "Andrews Advisory Associates, LLC", "name_as_filed": "ANDREWS ADVISORY ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/andrews-advisory-associates-llc-honolulu-hi-118957", "city": "Honolulu", "state": "HI", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112324, "name": "Asset Management Group of Bank of Hawaii", "name_as_filed": "ASSET MANAGEMENT GROUP OF BANK OF HAWAII", "url": "https://advisorcensus.com/firm/asset-management-group-of-bank-of-hawaii-honolulu-hi-112324", "city": "Honolulu", "state": "HI", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108042, "name": "Bishop Street Capital Management", "name_as_filed": "BISHOP STREET CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/bishop-street-capital-management-honolulu-hi-108042", "city": "Honolulu", "state": "HI", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163136, "name": "Blacksand Capital Management I, LLC", "name_as_filed": "BLACKSAND CAPITAL MANAGEMENT I, LLC", "url": "https://advisorcensus.com/firm/blacksand-capital-management-i-llc-honolulu-hi-163136", "city": "Honolulu", "state": "HI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291612, "name": "Blacksand Capital, LLC", "name_as_filed": "BLACKSAND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blacksand-capital-llc-honolulu-hi-291612", "city": "Honolulu", "state": "HI", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108135, "name": "Cadinha & Co LLC", "name_as_filed": "CADINHA & CO LLC", "url": "https://advisorcensus.com/firm/cadinha-and-co-llc-honolulu-hi-108135", "city": "Honolulu", "state": "HI", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152116, "name": "CKW Financial Group, LLC", "name_as_filed": "CKW FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ckw-financial-group-llc-honolulu-hi-152116", "city": "Honolulu", "state": "HI", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300635, "name": "CRL Advisors", "name_as_filed": "CRL ADVISORS", "url": "https://advisorcensus.com/firm/crl-advisors-honolulu-hi-300635", "city": "Honolulu", "state": "HI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322196, "name": "East Pacific Investment Company, Inc.", "name_as_filed": "EAST PACIFIC INVESTMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/east-pacific-investment-company-inc-honolulu-hi-322196", "city": "Honolulu", "state": "HI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316061, "name": "ECS Wealth Strategies", "name_as_filed": "ECS WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/ecs-wealth-strategies-honolulu-hi-316061", "city": "Honolulu", "state": "HI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172890, "name": "Family Wealth Management, LLC", "name_as_filed": "FAMILY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/family-wealth-management-llc-honolulu-hi-172890", "city": "Honolulu", "state": "HI", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153930, "name": "Financial Planning Hawaii, Inc.", "name_as_filed": "FINANCIAL PLANNING HAWAII, INC.", "url": "https://advisorcensus.com/firm/financial-planning-hawaii-inc-honolulu-hi-153930", "city": "Honolulu", "state": "HI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125195, "name": "Financial Vision Advisory Services, LLC.", "name_as_filed": "FINANCIAL VISION ADVISORY SERVICES, LLC.", "url": "https://advisorcensus.com/firm/financial-vision-advisory-services-llc-honolulu-hi-125195", "city": "Honolulu", "state": "HI", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305446, "name": "Fort Street Asset Management LLC", "name_as_filed": "FORT STREET ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fort-street-asset-management-llc-honolulu-hi-305446", "city": "Honolulu", "state": "HI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300951, "name": "Honolulu Capital Management", "name_as_filed": "HONOLULU CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/honolulu-capital-management-honolulu-hi-300951", "city": "Honolulu", "state": "HI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158115, "name": "Humble Capital Management LLC", "name_as_filed": "HUMBLE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/humble-capital-management-llc-honolulu-hi-158115", "city": "Honolulu", "state": "HI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307346, "name": "Island Wealth Management", "name_as_filed": "ISLAND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/island-wealth-management-honolulu-hi-307346", "city": "Honolulu", "state": "HI", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 129430, "name": "Jennings Financial Planning, Inc.", "name_as_filed": "JENNINGS FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/jennings-financial-planning-inc-honolulu-hi-129430", "city": "Honolulu", "state": "HI", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108564, "name": "Kahala Financial Advisors, LLC", "name_as_filed": "KAHALA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kahala-financial-advisors-llc-honolulu-hi-108564", "city": "Honolulu", "state": "HI", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315075, "name": "Kilihune Research, LLC", "name_as_filed": "KILIHUNE RESEARCH, LLC", "url": "https://advisorcensus.com/firm/kilihune-research-llc-honolulu-hi-315075", "city": "Honolulu", "state": "HI", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 343886, "name": "Mana Up Fund Management, LLC", "name_as_filed": "MANA UP FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mana-up-fund-management-llc-honolulu-hi-343886", "city": "Honolulu", "state": "HI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340028, "name": "MKX Capital", "name_as_filed": "MKX CAPITAL", "url": "https://advisorcensus.com/firm/mkx-capital-honolulu-hi-340028", "city": "Honolulu", "state": "HI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319006, "name": "Neokai Capital", "name_as_filed": "NEOKAI CAPITAL", "url": "https://advisorcensus.com/firm/neokai-capital-honolulu-hi-319006", "city": "Honolulu", "state": "HI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312435, "name": "Regency Capital Management Inc.", "name_as_filed": "REGENCY CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/regency-capital-management-inc-honolulu-hi-312435", "city": "Honolulu", "state": "HI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108072, "name": "Robert Priske, LLC", "name_as_filed": "ROBERT PRISKE, LLC", "url": "https://advisorcensus.com/firm/robert-priske-llc-honolulu-hi-108072", "city": "Honolulu", "state": "HI", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117263, "name": "Roberta Lee-Driscoll", "name_as_filed": "ROBERTA LEE-DRISCOLL", "url": "https://advisorcensus.com/firm/roberta-lee-driscoll-honolulu-hi-117263", "city": "Honolulu", "state": "HI", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281957, "name": "Seacap Advisors, LLC", "name_as_filed": "SEACAP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/seacap-advisors-llc-honolulu-hi-281957", "city": "Honolulu", "state": "HI", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168645, "name": "Shiraishi Financial Group Advisors", "name_as_filed": "SHIRAISHI FINANCIAL GROUP ADVISORS", "url": "https://advisorcensus.com/firm/shiraishi-financial-group-advisors-honolulu-hi-168645", "city": "Honolulu", "state": "HI", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 159513, "name": "SJC Capital Advisors LLC", "name_as_filed": "SJC CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/sjc-capital-advisors-llc-honolulu-hi-159513", "city": "Honolulu", "state": "HI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322801, "name": "Sonic GP LLC", "name_as_filed": "SONIC GP LLC", "url": "https://advisorcensus.com/firm/sonic-gp-llc-honolulu-hi-322801", "city": "Honolulu", "state": "HI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317736, "name": "Stakeholder Enterprise", "name_as_filed": "STAKEHOLDER ENTERPRISE", "url": "https://advisorcensus.com/firm/stakeholder-enterprise-honolulu-hi-317736", "city": "Honolulu", "state": "HI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286425, "name": "The Retirement Optimization Group, LLC", "name_as_filed": "THE RETIREMENT OPTIMIZATION GROUP, LLC", "url": "https://advisorcensus.com/firm/the-retirement-optimization-group-llc-honolulu-hi-286425", "city": "Honolulu", "state": "HI", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 135701, "name": "The Rice 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{ "path": "/advisors/hi/urban-honolulu/hourly", "label": "Hourly financial advisors in Urban Honolulu, HI", "firm_count": 12 } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }