Chief Compliance Officer · Kahala Financial Advisors, LLC
Greg S. Miyashiro
CRD 1103782 · Named on Form ADV at one SEC-registered adviser
At a glance
Kahala Financial Advisors, LLC, an SEC-registered wealth manager based in Honolulu, HI with $203 million in regulatory assets, lists Greg S. Miyashiro on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Kahala Financial Advisors, LLCChief Compliance OfficerWealth manager · Honolulu, HI · $203M in regulatory assets
AtlasMembers
Greg’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Ryan S. MiyashiroMember-Manager, Kahala Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Greg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.