# Robert Priske, LLC

> Robert Priske, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 108072
- Filed as: ROBERT PRISKE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108072
- AdvisorCensus page: https://advisorcensus.com/firm/robert-priske-llc-honolulu-hi-108072

## Quick answers

**How is Robert Priske, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Robert Priske, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Robert Priske, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $400 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Robert Priske, LLC registered with the SEC or a state?**
Robert Priske, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108072.

**How much does Robert Priske, LLC manage?**
Robert Priske, LLC reports $219,900,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Robert Priske, LLC's assets and staff changed since 2021?**
In the Form ADV data for Robert Priske, LLC: Regulatory assets under management: $120,759,455 in the October 2021 data and $219,900,000 in the October 2026 data, up 82%. 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 Robert Priske, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (62); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Does Robert Priske, 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/108072

**What changed in Robert Priske, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $159,050,000 to $219,900,000 (+38%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $400 an hour (financial planning)

> Asset management clients are not charged fees for financial planning . For others, the rate is $400 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $219,900,000
- Discretionary: $219,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $19,700,000 |
| High net worth individuals | 82 | $176,900,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $23,300,000 |

### 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
- Pension consulting services

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,759,455 | 2 | March 19, 2021 |
| October 2022 | $131,000,000 | 2 | February 11, 2022 |
| October 2023 | $129,600,000 | 2 | January 30, 2023 |
| October 2024 | $150,700,000 | 2 | March 27, 2024 |
| October 2025 | $159,050,000 | 2 | March 13, 2025 |
| October 2026 | $219,900,000 | 2 | March 6, 2026 |

Regulatory assets under management: $120,759,455 in the October 2021 data and $219,900,000 in the October 2026 data, up 82%.
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 $159,050,000 to $219,900,000 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robert Priske, LLC (CRD 108072): Form ADV filing data as of October 2026.
