# Ohana Advisors

> Ohana Advisors is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 158515
- Filed as: OHANA ADVISORS
- Legal name: Ohana Advisors Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158515
- AdvisorCensus page: https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515

## Quick answers

**How is Ohana Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ohana Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ohana Advisors located?**
Ohana Advisors' principal office is in San Rafael, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ohana Advisors registered with the SEC or a state?**
Ohana Advisors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158515.

**How much does Ohana Advisors manage?**
Ohana Advisors reports $2,778,546,190 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (61% discretionary).

**How have Ohana Advisors' assets and staff changed since 2021?**
In the Form ADV data for Ohana Advisors: Regulatory assets under management: $1,274,038,464 in the October 2021 data and $2,778,546,190 in the October 2026 data, up 118%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ohana Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Ohana Advisors 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/158515

**What changed in Ohana Advisors' recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,778,546,190
- Discretionary: $1,705,276,318
- Non-discretionary: $1,073,269,872

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 21 | $2,671,165,922 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $107,380,268 |

### 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)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 13 total, 5 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.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- San Francisco, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,274,038,464 | 11 | February 23, 2021 |
| October 2022 | $1,746,261,291 | 11 | July 19, 2022 |
| October 2023 | $1,635,810,547 | 10 | March 1, 2023 |
| October 2024 | $2,129,244,734 | 12 | May 13, 2024 |
| October 2025 | $2,621,001,866 | 12 | March 18, 2025 |
| October 2026 | $2,778,546,190 | 13 | May 22, 2026 |

Regulatory assets under management: $1,274,038,464 in the October 2021 data and $2,778,546,190 in the October 2026 data, up 118%.
Total employees: 11 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ohana Advisors (CRD 158515): Form ADV filing data as of October 2026.