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Kuleana Capital Management LLC

Headquartered in FREE UNION, VA

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Firm Information

Kuleana Capital Management LLC is a registered investment advisor with approximately $62.8 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, pooled investment vehicles, and other individuals. They offer advisory services for individuals, and other ad-hoc financial consulting services. The firm's main office is located in Honolulu, Hawaii.

Kuleana Capital Management LLC

$62.84M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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ad-hoc financial consulting services

Ad-hoc financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

KULEANA CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

FREE UNION, VA

Advisors at Kuleana Capital Management LLC

View All 2 Advisors
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David Christopher Lewis

RA

FREE UNION, VA

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Timothy James Schenk

RA

FREE UNION, VA

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Disclosures

There are no public disclosures for Kuleana Capital Management LLC.

Frequently Asked Questions (6)

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