CADINHA & CO LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 108135
- Registered since
- June 22, 2000
- Website
- cadinha.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.02%
- Individuals10.7%
- Corporations / Businesses5.2%
- Charitable Organizations2.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cadinha & Co LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2000. The firm manages portfolios and provides financial planning for individuals, families and institutional clients, offering both discretionary portfolio management and planning services. Its fee model combines assets-under-management fees and hourly billing. The firm reports a preference for equities and does not identify as an active ESG investor. Cadinha & Co LLC has received multiple industry recognitions, including CNBC Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, 2025), FA Magazine Top RIA Firms (2020) and Financial Times Top 300 RIA Firms (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds29%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents11%
Owners & executives
3 of 3MONIQUE FEARY
Director of Finance & Chief Compliance OfficerCRD 7359080
HARLAN CADINHA
Chairman & CEOCRD 37879
KALEIALOHA CADINHA-PUA'A
President, CEOCRD 4533845
Contacts
3 of 6NIEL LENTZ
Vice PresidentCRD 1068462
BRADLEY TOTHEROW
Vice PresidentCRD 2067689
SKYLER KEATE
Vice President of OperationsCRD 6376766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$117M in ETFs
100%
$117M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $46M | 521,612 | 39.38% |
Location
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 900 Fort Street Mall
- Time zone
- HT (UTC-10)
- Office locations
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