KAHALA FINANCIAL ADVISORS, LLC

Overview

Kahala Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as a domestic, individually owned LLC. The firm advises individuals, families and some institutional clients, charging fees as a percentage of assets under management and delivering financial planning and portfolio management services aimed at individuals and small businesses. Its portfolio approach is discretionary across the client base and emphasizes pooled public funds and mutual funds as the core building blocks of client portfolios. Kahala is not positioned as a capital allocator or pension consultant, is not an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices