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Timothy James Schenk

Kuleana Capital Management LLC

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About Timothy James Schenk

Timothy Schenk is an Investment Advisor Representative associated with Kuleana Capital Management LLC. Timothy Schenk is registered with the state of Virginia and Texas. The firm's services include financial planning, portfolio management for individuals and other financial consulting services. Kuleana Capital Management LLC manages approximately $62,842,040 in assets and serves 32 clients.

Firm Information

Timothy Schenk is currently registered with Kuleana Capital Management LLC. 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.

$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.

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Timothy Schenk’s Registration & Firm History

VA

02/08/2019 - Present

Kuleana Capital Management LLC (FREE UNION VA)

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Licenses & Designations

IA

Issued 02/03/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Schenk.
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