# Kuleana Capital Management LLC

> Kuleana Capital Management LLC is a state-registered investment advisory firm in Free Union, VA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 287732
- Filed as: KULEANA CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Free Union, VA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287732
- AdvisorCensus page: https://advisorcensus.com/firm/kuleana-capital-management-llc-free-union-va-287732

## Quick answers

**How is Kuleana Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kuleana Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kuleana Capital Management LLC located?**
Kuleana Capital Management LLC's principal office is in Free Union, VA, according to its Form ADV.

**Is Kuleana Capital Management LLC registered with the SEC or a state?**
Kuleana Capital Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 287732.

**How much does Kuleana Capital Management LLC manage?**
Kuleana Capital Management LLC reports $82,621,712 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Kuleana Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (8); pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Kuleana Capital Management LLC 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/287732

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $82,621,712
- Discretionary: $82,621,712
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $495,576 |
| High net worth individuals | 20 | $80,728,201 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,397,935 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kuleanacap.com](https://kuleanacap.com)
- LinkedIn @kuleanacap

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kuleana Capital Management LLC (CRD 287732): Form ADV filing data as of October 2026.