Robert Priske provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Robert Priske reports 161 clients. They include 82 high-net-worth individuals, 62 individual clients, and 17 pension and profit-sharing plans. Of its assets, 100.0% ($220M across 484 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 51% | 80% |
| Pension and profit-sharing plans | 11% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 62 | $19.7M | 9.0% | $318K |
| High-net-worth individuals | 82 | $177M | 80.4% | $2.16M |
| Pension and profit-sharing plans | 17 | $23.3M | 10.6% | $1.37M |
| Total | 161 | $220M | 100% | $1.37M |
- Clients
- 62
- Regulatory AUM
- $19.7M
- AUM share
- 9.0%
- Avg. per client
- $318K
- Clients
- 82
- Regulatory AUM
- $177M
- AUM share
- 80.4%
- Avg. per client
- $2.16M
- Clients
- 17
- Regulatory AUM
- $23.3M
- AUM share
- 10.6%
- Avg. per client
- $1.37M
Total
- Clients
- 161
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- $1.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Robert Priske 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 one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at $400 per hour for clients who do not pay the asset management fee.
Robert Priske owns 75% or more of Robert Priske. Robert Priske is CEO; the leadership team includes Chief Compliance Officer Allyson Apo. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Robert Priske, LLC
Robert Priske
Control person · since July 1987
Robert Priske’s regulatory assets grew 1.8× from $121M (March 2021) to $220M (March 2026); clients rose from 131 to 161 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $220M | 161 | 2 | 1 |
| Mar 2025March 2025 | $159M | 151 | 2 | 1 |
| Mar 2024March 2024 | $151M | 156 | 2 | 1 |
| Jan 2023January 2023 | $130M | 148 | 2 | 1 |
| Feb 2022February 2022 | $131M | 136 | 2 | 1 |
| Mar 2021March 2021 | $121M | 131 | 2 | 1 |
Besides its headquarters, Robert Priske has 0 offices, with 1 listed address in 1 state.
Hawaii · 1 listed address
- 4211 Waialae Ave Ste 201, Kahala Office Tower, HonoluluHQ
Contact and registration details
- Legal name
- Robert Priske, LLC
- Headquarters
- 4211 Waialae Ave Ste 201, Kahala Office Tower, Honolulu, HI 96816-5312
- Website
- robertpriske.com
- Phone
- 7358882
- SEC file
- 801-56373
- Structure
- Hawaii LLC
- Fiscal year end
- December
Robert Priske has custody of $39.4M for 60 clients.
At year end, Robert Priske’s separately managed accounts were mostly in stocks (56%) and cash (21%).
What the accounts hold
- Stocks56%
- Funds8%
- Bonds15%
- U.S. government and agency bonds13%
- Investment grade corporate bonds2%
- Cash21%
How many clients does Robert Priske have?
Robert Priske has 161 clients and manages $220 million for them, as of March 2026. They include 82 high-net-worth individuals, 62 individual clients, and 17 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Robert Priske offer?
Robert Priske provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Robert Priske have?
Robert Priske 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 Robert Priske invest in?
At the end of its last fiscal year, Robert Priske’s separately managed accounts held 56% exchange-traded equities, 21% cash and equivalents, 13% U.S. government and agency bonds, 8% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Robert Priske?
Robert Priske’s direct owner is Robert Priske (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Robert Priske get paid?
Robert Priske 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 Robert Priske?
Robert Priske’s main office is at 4211 Waialae Ave Ste 201, Kahala Office Tower, Honolulu, HI 96816-5312. Its phone number is 7358882. Its website is robertpriske.com.
