Cadinha & Co provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Cadinha & Co reports 639 clients. They include 319 individual clients, 287 high-net-worth individuals, and 19 corporations and other businesses. Of its assets, 100.0% ($1.12B across 1,406 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 11% |
| High-net-worth individuals | 45% | 82% |
| Charitable organizations | 2% | 2% |
| Corporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 319 | $120M | 10.7% | $377K |
| High-net-worth individuals | 287 | $921M | 82.0% | $3.21M |
| Charitable organizations | 14 | $23.3M | 2.1% | $1.66M |
| Corporations and other businesses | 19 | $58.4M | 5.2% | $3.07M |
| Total | 639 | $1.12B | 100% | $1.76M |
- Clients
- 319
- Regulatory AUM
- $120M
- AUM share
- 10.7%
- Avg. per client
- $377K
- Clients
- 287
- Regulatory AUM
- $921M
- AUM share
- 82.0%
- Avg. per client
- $3.21M
- Clients
- 14
- Regulatory AUM
- $23.3M
- AUM share
- 2.1%
- Avg. per client
- $1.66M
- Clients
- 19
- Regulatory AUM
- $58.4M
- AUM share
- 5.2%
- Avg. per client
- $3.07M
Total
- Clients
- 639
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- $1.76M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Cadinha & Co is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Balanced and Equity Accounts
- Annual rates: 1.00% on the first $3 million, 0.75% on the next $2 million, 0.50% on the next $5 million and 0.40% over $10 million; minimum annual fee $10,000.
- Fixed Income Accounts
- Annual rates: 0.75% on the first $1 million, 0.50% on the next $4 million, 0.40% on the next $5 million and 0.25% over $10 million; minimum annual fee $10,000.
Cadinha Acquisition Corp owns 75% or more of Cadinha & Co and is in turn owned by Harlan J. Cadinha Family Limited Partnership (75% or more). The leadership team of Cadinha & Co includes President Kaleialoha Cadinha-Pua'A. It has 19 employees, 10 of them in advisory roles.
Staff
- 19 employees
- 10 in advisory functions
- 8 state-registered reps
- Owns 75% or more of Cadinha & Co LLC
Cadinha Acquisition Corp
Control person · since December 2006
- Owns 75% or more of Cadinha Acquisition Corp
Harlan J. Cadinha Family Limited Partnership
Control person · since December 2012
- Owns 25% to 50% of Harlan J. Cadinha Family Limited Partnership
Kaleialoha Cadinha-Pua'A
Control person · since December 2012
HJC Family, LLC
General partner · Control person · since December 2012
- Owns 25% to 50% of HJC Family, LLC
Harlan Cadinha
Control person · since December 2012
- Owns 10% to 25% of Cadinha & Co LLC
Cadinha Partners
Control person · since June 2000
Cadinha & Co’s regulatory assets fell from $2.29B (March 2021) to $1.12B (March 2026); clients fell from 6,147 to 639 and employees were 19 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.12B | 639 | 19 | 4 |
| Mar 2025March 2025 | $1.07B | 642 | 19 | 4 |
| Mar 2024March 2024 | $1.01B | 647 | 19 | 3 |
| Jun 2023June 2023 | $931M | 635 | 19 | 3 |
| Apr 2022April 2022 | $1.04B | 627 | 20 | 5 |
| Mar 2021March 2021 | $2.29B | 6,147 | 19 | 3 |
Besides its headquarters, Cadinha & Co has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 2 states.
Hawaii · 2 listed addresses
- 900 Fort St. Mall, Ste. 1450, HonoluluHQ
- 900 Fort Street Mall, Ste. 1440, Honolulu
Utah · 1 listed address
- 1389 Center Drive, Suite 140, Park City
Contact and registration details
- Legal name
- Cadinha & Co LLC
- Headquarters
- 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713
- Website
- cadinha.com
- Phone
- 808-523-9488
- @cadinha-&-co-llc
- SEC file
- 801-57784
- Founded
- 1979
- Structure
- Delaware LLC
- Fiscal year end
- December
Cadinha & Co’s named custodian for separately managed accounts is Charles Schwab ($938M). Cadinha & Co does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $938M100%
At year end, Cadinha & Co’s separately managed accounts were largely in stocks (45%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $675M across 107 positions; the largest are iShares Gold Trust (5.8%), Alphabet Inc. Cap Stock CL A (5.6%) and Berkshire Hathaway Inc. CL B (5.6%).
What the accounts hold
- Stocks45%
- Funds15%
- Bonds29%
- Cash11%
How many clients does Cadinha & Co have?
Cadinha & Co has 639 clients and manages $1.12 billion for them, as of March 2026. They include 319 individual clients, 287 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Cadinha & Co offer?
Cadinha & Co provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cadinha & Co use?
Cadinha & Co’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $938M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Cadinha & Co have?
Cadinha & Co has 8 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cadinha & Co invest in?
At the end of its last fiscal year, Cadinha & Co’s separately managed accounts held 45% exchange-traded equities, 29% U.S. government and agency bonds, 15% registered funds (mutual funds, ETFs, BDCs) and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cadinha & Co?
Cadinha & Co is owned through a chain of holding companies by Harlan Cadinha and Kaleialoha Cadinha-Pua'A. Its direct owners are Cadinha Partners (10% to 25%) and Cadinha Acquisition Corp (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Cadinha & Co get paid?
Cadinha & Co is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cadinha & Co?
Cadinha & Co’s main office is at 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713. Its phone number is 808-523-9488. Its website is cadinha.com.