Wealth manager, independent · Honolulu, HI
Cadinha & Co LLC
SEC-registered investment adviser · CRD 108135 · SEC 801-57784
At a glance
Cadinha & Co LLC is an SEC-registered investment adviser based in Honolulu, Hawaii, with $1.1B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 606 individual clients, 287 of them high-net-worth, holding an average of about $1.7 million each, and 19 employees. That ranks it 981st among the nation’s 5,657 independent wealth management RIAs and 1st of 11 in Hawaii. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 808-523-9488cadinha.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #981 of 5,657
- Rank among all SEC RIAs
- #5,031 of 17,210
- Rank in Hawaii
- #1 of 11
- Individual clients
- 606
- High-net-worth clients
- 287
- Accounts
- 1,406
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 10
- Offices
- 4
Owners and executives on its Form ADV
- Harlan J. CadinhaChairman & Chief Investment Strategist
- Kaleialoha K. Cadinha-Pua'aPresident/ceo/chief Investment Officer/vice Chairman/director
- Monique M. FearyCCO & Director of Finance
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cadinha & Co LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 287 | $921M | 82% |
| Individuals | 319 | $120M | 11% |
| Corporations or other businesses | 19 | $58M | 5% |
| Charitable organizations | 14 | $23M | 2% |
Disciplinary disclosures
Cadinha & Co LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗cadinha.com ↗
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The full record on Cadinha & Co LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 3,245 peers of its type and size
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Cadinha & Co LLC manage?
Cadinha & Co LLC reports $1.1B in regulatory assets under management across 1,406 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
How many clients does Cadinha & Co LLC have?
It reports 606 individual clients: 287 high-net-worth individuals and 319 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Cadinha & Co LLC headquartered?
Its main office is in Honolulu, Hawaii. It reports 4 offices in total and 19 employees, 10 of whom perform investment advisory functions.
How does Cadinha & Co LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cadinha & Co LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: Charles Schwab ($938M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cadinha & Co LLC a hybrid RIA with a broker-dealer?
Cadinha & Co LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cadinha & Co LLC a fiduciary?
As an SEC-registered investment adviser, Cadinha & Co LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cadinha & Co LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →