OHANA ADVISORS

RIASEC RegisteredEst. 2012
Total AUM
$2.8B
Discretionary
$1.7B
61% of AUM
Avg account
$126M
Accounts
22
Employees
13
Advisory reps
5

Firm details

Headquarters
SAN RAFAEL, California
CRD number
158515
Registered since
April 18, 2012
Website
www.ohanaadvisors.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.14%
  • Pooled Investment Vehicles3.86%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ohana Advisors is an independent, individual-owned registered investment adviser that operates as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, manages pooled investment vehicles, and selects third-party advisers. Its fee arrangements combine percentage-of-AUM and fixed-fee structures. Ohana is not positioned as an ESG-focused adviser and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 57%, Cash & Cash Equivalents 12%, Other 11%, Exchange Traded Equities 10%, Public Funds/Mutual Funds 6%, State & Local Bonds 4%, US Government Bonds 1%57%
  • Private Funds57%
  • Cash & Cash Equivalents12%
  • Other11%
  • Exchange Traded Equities10%
  • Public Funds/Mutual Funds6%

Owners & executives

2 of 2

  • EDWARD SCHNEIDER

    Managing Partner, CCO and COOCRD 2920375

  • JOSHUA RICHTER

    Managing Partner and Chief Investment OfficerCRD 2800071

Contacts

3 of 3

  • DAVID SCHRADER

    Partner, Managing DirectorCRD 6042454

  • CHRISTINA DE MARCHI

    CRD 8278062

  • HAYLEY GILBERT

    CRD 6367264

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
101 Lucas Valley Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth