# Kahala Financial Advisors, LLC

> Kahala Financial Advisors, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 108564
- Filed as: KAHALA FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108564
- AdvisorCensus page: https://advisorcensus.com/firm/kahala-financial-advisors-llc-honolulu-hi-108564

## Quick answers

**How is Kahala Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kahala Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Kahala Financial Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $500,000: 1% a year; $500,000 to $1,000,000: 0.75% a year; Above $1,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kahala Financial Advisors, LLC located?**
Kahala Financial Advisors, LLC's principal office is in Honolulu, HI, according to its Form ADV.

**Is Kahala Financial Advisors, LLC registered with the SEC or a state?**
Kahala Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 108564.

**How much does Kahala Financial Advisors, LLC manage?**
Kahala Financial Advisors, LLC reports $203,393,625 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Kahala Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kahala Financial Advisors, LLC: Regulatory assets under management: $139,879,302 in the October 2021 data and $203,393,625 in the October 2026 data, up 45%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kahala Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); charitable organizations (1).

**Which custodians does Kahala Financial Advisors, LLC use?**
Kahala Financial Advisors, 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 Kahala Financial Advisors, 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/108564

**What changed in Kahala Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,229,524 to $203,393,625 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Up to $500,000: 1% a year
- $500,000 to $1,000,000: 0.75% a year
- Above $1,000,000: 0.5% a year

> 1.0 percent per year (0.25 percent per quarter) for the first $500,000 0.75 percent per year (0.1875 percent per quarter) for the next $500,000 0.50 percent per year (0.1250 percent per quarter) for amounts over $1 million

> KFA’s fees are non-negotiable; however, KFA reserves the right to discount or waive its fees at its own discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $203,393,625
- Discretionary: $203,393,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $202,413,897 |
| Charitable organizations | 1 | $979,728 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kahalafinancialadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $139,879,302 | 2 | March 8, 2021 |
| October 2022 | $167,148,452 | 2 | March 22, 2022 |
| October 2023 | $146,704,764 | 2 | August 10, 2023 |
| October 2024 | $164,184,883 | 2 | March 13, 2024 |
| October 2025 | $175,229,524 | 2 | March 5, 2025 |
| October 2026 | $203,393,625 | 2 | March 20, 2026 |

Regulatory assets under management: $139,879,302 in the October 2021 data and $203,393,625 in the October 2026 data, up 45%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,229,524 to $203,393,625 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kahala Financial Advisors, LLC (CRD 108564): Form ADV filing data as of October 2026.