# Haleakala Investment Advisors

> Haleakala Investment Advisors is a state-registered investment advisory firm, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated May 18, 2026.

- CRD: 124751
- Filed as: HALEAKALA INVESTMENT ADVISORS
- Legal name: Gilreath, Mark Edward
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124751
- AdvisorCensus page: https://advisorcensus.com/firm/haleakala-investment-advisors-124751

## Quick answers

**How is Haleakala Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Haleakala Investment Advisors reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Haleakala Investment Advisors registered with the SEC or a state?**
Haleakala Investment Advisors is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124751.

**Does Haleakala Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124751

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haleakala Investment Advisors (CRD 124751): Form ADV filing data as of October 2026.