Kahala Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Kahala Financial Advisors reports 163 clients. They include 162 individuals and 1 charitable organization. Of its assets, 100.0% ($203M across 422 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 100% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $202M | 99.5% | $1.25M |
| Charitable organizations | Fewer than 5 | $980K | 0.5% | $980K |
| Total | 163 | $203M | 100% | — |
- Clients
- 162
- Regulatory AUM
- $202M
- AUM share
- 99.5%
- Avg. per client
- $1.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $980K
- AUM share
- 0.5%
- Avg. per client
- $980K
Total
- Clients
- 163
- Regulatory AUM
- $203M
- AUM share
- 100%
- Avg. per client
- —
- 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
Kahala Financial Advisors charges 0.50%–1.00% a year for its Investment advisory fees. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and requires an account of at least $1,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.75% |
| $1M and above | 0.50% |
Fee details and sources
Ryan Miyashiro owns 50% to 75% of Kahala Financial Advisors. The leadership team of Kahala Financial Advisors includes Chief Compliance Officer Greg Miyashiro. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- Owns 50% to 75% of Kahala Financial Advisors, LLC
Ryan Miyashiro
Control person · since December 2014
- Owns 50% to 75% of Kahala Financial Advisors, LLC
Greg S. Miyashiro Trust
Control person · since December 2007
Kahala Financial Advisors’ regulatory assets grew from $140M (March 2021) to $203M (March 2026); clients were 163 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $203M | 163 | 2 | 1 |
| Mar 2025March 2025 | $175M | 163 | 2 | 1 |
| Mar 2024March 2024 | $164M | 166 | 2 | 1 |
| Aug 2023August 2023 | $147M | 166 | 2 | 1 |
| Mar 2022March 2022 | $167M | 165 | 2 | 1 |
| Mar 2021March 2021 | $140M | 162 | 2 | 1 |
Besides its headquarters, Kahala Financial Advisors has 0 offices, with 1 listed address in 1 state.
Hawaii · 1 listed address
- 4211 Waialae Ave, Suite 407, HonoluluHQ
Contact and registration details
- Legal name
- Kahala Financial Advisors, LLC
- Headquarters
- 4211 Waialae Ave, Suite 407, Honolulu, HI 96816
- Website
- Not reported
- Phone
- 808-734-7665
- SEC file
- 801-110741
- Founded
- 1986
- Structure
- Hawaii LLC
- Fiscal year end
- December
Kahala Financial Advisors’ named custodian for separately managed accounts is Charles Schwab ($203M). Kahala Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $203M100%
At year end, Kahala Financial Advisors’ separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks1%
- Funds95%
- Cash4%
How many clients does Kahala Financial Advisors have?
Kahala Financial Advisors has 163 clients and manages $203 million for them, as of March 2026. They include 162 individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Kahala Financial Advisors offer?
Kahala Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kahala Financial Advisors charge?
Kahala Financial Advisors charges 0.50%–1.00% a year for its Investment advisory fees. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and requires an account of at least $1,000,000.
Which custodians does Kahala Financial Advisors use?
Kahala Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $203M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Kahala Financial Advisors have?
Kahala Financial Advisors has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Kahala Financial Advisors invest in?
At the end of its last fiscal year, Kahala Financial Advisors’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kahala Financial Advisors have a minimum investment?
Yes, Kahala Financial Advisors’ minimum account size for its Investment advisory fees is $1M.
Who owns Kahala Financial Advisors?
Kahala Financial Advisors’ direct owners are Ryan Miyashiro (50% to 75%) and Greg S. Miyashiro Trust (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Kahala Financial Advisors get paid?
Kahala Financial Advisors is paid through a percentage of assets under management. 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 Kahala Financial Advisors?
Kahala Financial Advisors’ main office is at 4211 Waialae Ave, Suite 407, Honolulu, HI 96816. Its phone number is 808-734-7665.