{
  "crd_number": 108135,
  "slug": "cadinha-and-co-llc-honolulu-hi-108135",
  "primary_business_name": "CADINHA & CO LLC",
  "legal_name": "CADINHA & CO LLC",
  "dbas": [],
  "city": "Honolulu",
  "state": "HI",
  "country": "United States",
  "cbsa_code": "46520",
  "metro": {
    "cbsa_code": "46520",
    "common_name": "Urban Honolulu",
    "msa_name": "Urban Honolulu, HI",
    "path": "/advisors/hi/urban-honolulu"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-06-22",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1122698766.0,
  "raum_discretionary": 1122698766.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 23287317.0,
      "count": 14
    },
    "individuals": {
      "raum": 120143302.0,
      "count": 319
    },
    "high_net_worth_individuals": {
      "raum": 920847651.0,
      "count": 287
    },
    "corporations_other_businesses": {
      "raum": 58420496.0,
      "count": 19
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "HI",
    "ID",
    "LA",
    "NC",
    "NH",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://cadinha.com",
    "https://cadinhainstitutional.com",
    "https://facebook.com/CADINHANEWS",
    "https://linkedin.com/COMPANY/CADINHA-&-CO-LLC",
    "https://twitter.com/CADINHANEWS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108135",
  "city_as_filed": "HONOLULU",
  "url": "https://advisorcensus.com/firm/cadinha-and-co-llc-honolulu-hi-108135",
  "display_name": "Cadinha & Co LLC",
  "summary": "Cadinha & Co LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Cadinha & Co LLC (CRD 108135): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cadinha & Co LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cadinha & Co LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Cadinha & Co LLC located?",
      "a": "Cadinha & Co LLC's principal office is in Honolulu, HI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cadinha & Co LLC registered with the SEC or a state?",
      "a": "Cadinha & Co LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108135."
    },
    {
      "q": "How much does Cadinha & Co LLC manage?",
      "a": "Cadinha & Co LLC reports $1,122,698,766 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cadinha & Co LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cadinha & Co LLC: Regulatory assets under management: $2,286,257,040 in the October 2021 data and $1,122,698,766 in the October 2026 data, down 51%. Total employees: 19 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cadinha & Co LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (319); high net worth individuals (287); corporations or other businesses not listed above (19)."
    },
    {
      "q": "Which custodians does Cadinha & Co LLC use?",
      "a": "Cadinha & Co LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cadinha & Co LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108135"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2286257040.0,
      "total_employees": 19,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1042478797.0,
      "total_employees": 20,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 931260170.0,
      "total_employees": 19,
      "filing_date": "2023-06-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1005642475.0,
      "total_employees": 19,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1074670828.0,
      "total_employees": 19,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1122698766.0,
      "total_employees": 19,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cadinha-and-co-llc-honolulu-hi-108135.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 319,
      "fewer_than_5": false,
      "raum": 120143302.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 287,
      "fewer_than_5": false,
      "raum": 920847651.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 23287317.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 58420496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108135",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}