Todd Erskine has been Owner and Chief Compliance Officer of Chapman Financial Group since December 2024, is a control person of the firm and directly owns 75% or more of it. Todd Erskine holds a Bachelor's degree in economics and political science from Northwestern University.
Chapman Financial Group, LLC is a firm with $224M under management, 96 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Todd Erskine is Managing Partner of Chapman Financial Group and was the founder of one of its predecessor firms, Kokua Capital Management. He is responsible for developing the firm's investment strategy and conducting day-to-day operations. Before forming Kokua in 2016, he spent 10 years in wealth management and 5 in investment banking, including eight years with Integrated Financial Management / United Capital Financial Advisers.
Todd Erskine’s longest registration was 8 years at Kokua Capital Management, LLC (2016–2024). Before joining Chapman Financial Group in 2025, Todd Erskine was registered through Kokua Capital Management, LLC and United Capital Financial Advisers.
- Kokua Capital ManagementCurrent– present · 1 yearHonolulu, HI · Adviser representative · Firm CRD 168439
- Kokua Capital Management, LLC– · 8 yearsKailua, HI · Adviser representative · Firm CRD 284074
- United Capital Financial Advisers– · 2 yearsNorthbrook, IL · Adviser representative · Firm CRD 134600
Professional designations
Listed by Chapman Financial Group
- CFA
- CFP®
Investment adviser representative registrations
Todd Erskine is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- HawaiiSince 11 February 2025
- TexasSince 11 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 2003 |
| Series 7 | General Securities Representative Examination | 15 March 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Davies Erskine
- CRD
- 4343177
- Firm
- Chapman Financial Group · CRD 168439
- Role
- Owner and Chief Compliance Officer
- Office
- Honolulu, HI
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kokuacap.com
Where does Todd Erskine work?
Todd Erskine has been Owner and Chief Compliance Officer of Chapman Financial Group, LLC since December 2024, and is a control person of the firm.
Is Todd Erskine a financial advisor?
Yes. Todd Erskine has a current investment-adviser registration in Hawaii and Texas, through Chapman Financial Group since February 2025.
How many years of experience does Todd Erskine have?
Todd Erskine has 12 years in the financial industry, since April 2014, across 3 adviser firms.
What exams has Todd Erskine passed?
Todd Erskine has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2001.
Where did Todd Erskine work before Chapman Financial Group?
Before Chapman Financial Group, Todd Erskine was registered through Kokua Capital Management, LLC, June 2016 to December 2024; United Capital Financial Advisers, November 2013 to March 2016.
Where is Todd Erskine based?
Todd Erskine’s registered office is in Honolulu, HI.
Is Todd Erskine registered with FINRA?
No. Todd Erskine has no current broker registration.
Is Todd Erskine a CFP?
Chapman Financial Group lists Todd Erskine with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Todd Erskine a CFA charterholder?
Chapman Financial Group lists Todd Erskine with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Todd Erskine’s record?
Search CRD 4343177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Erskine’s full registration record.