# Cadinha & Co LLC

> 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.

- CRD: 108135
- Filed as: CADINHA & CO LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108135
- AdvisorCensus page: https://advisorcensus.com/firm/cadinha-and-co-llc-honolulu-hi-108135

## Quick answers

**How is Cadinha & Co LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cadinha & Co LLC located?**
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).

**Is Cadinha & Co LLC registered with the SEC or a state?**
Cadinha & Co LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108135.

**How much does Cadinha & Co LLC manage?**
Cadinha & Co LLC reports $1,122,698,766 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Cadinha & Co LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cadinha & Co LLC serve?**
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).

**Which custodians does Cadinha & Co LLC use?**
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.

**Does Cadinha & Co LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,122,698,766
- Discretionary: $1,122,698,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 319 | $120,143,302 |
| High net worth individuals | 287 | $920,847,651 |
| Charitable organizations | 14 | $23,287,317 |
| Corporations or other businesses not listed above | 19 | $58,420,496 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, ID, LA, NC, NH, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Honolulu, HI
- Park City, UT

### Websites listed on Form ADV (Item 1.I)
- cadinha.com
- cadinhainstitutional.com
- Facebook @CADINHANEWS
- LinkedIn @CADINHA-&-CO-LLC
- X @CADINHANEWS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,286,257,040 | 19 | March 31, 2021 |
| October 2022 | $1,042,478,797 | 20 | August 31, 2022 |
| October 2023 | $931,260,170 | 19 | June 6, 2023 |
| October 2024 | $1,005,642,475 | 19 | March 18, 2024 |
| October 2025 | $1,074,670,828 | 19 | March 21, 2025 |
| October 2026 | $1,122,698,766 | 19 | March 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadinha & Co LLC (CRD 108135): Form ADV filing data as of October 2026.