Wealth manager, independent · SAN Rafael, CA
Ohana Advisors
Ohana Advisors Management, LLC · SEC-registered investment adviser · CRD 158515 · SEC 801-75431
At a glance
Ohana Advisors is an SEC-registered investment adviser based in SAN Rafael, California, with $2.8B in regulatory assets under management as of its Form ADV filed May 22, 2026. It reports 21 individual clients, 21 of them high-net-worth, holding an average of about $127 million each, and 13 employees. That ranks it 405th among the nation’s 5,657 independent wealth management RIAs and 52nd of 714 in California.
Main office 415-226-4100ohanaadvisors.comAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among independent wealth managers
- #405 of 5,657
- Rank among all SEC RIAs
- #2,971 of 17,210
- Rank in California
- #52 of 714
- Individual clients
- 21
- High-net-worth clients
- 21
- Accounts
- 22
- Discretionary
- 61% of AUM
- Employees
- 13
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- David SchraderManaging Director
- Joshua M. RichterChief Investment Officer and Managing Partner
- Edward J. Schneider IVManaging Partner and Chief Compliance Officer
- Christina G. De MarchiManaging Director
- Hayley L. GilbertManaging Director
Custody and brokerage
Custodian
Ohana Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
No broker-dealer ties
Ohana Advisors 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 | 21 | $2.7B | 96% |
| Pooled investment vehicles | 1 | $107M | 4% |
Private funds
Ohana Advisors reports 1 private funds with $4M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Ohana Advisors 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 pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ohanaadvisors.com ↗
AtlasMembers
The full record on Ohana Advisors
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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- Growth over one, three and five years
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- Rank against 1,455 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Veris Wealth Partners, LLCOakland | $2.9B | 316 |
| Cooper McManusIrvine | $2.9B | 3,379 |
| Angeles Wealth Management, LLCSanta Monica | $2.8B | 203 |
| A16z Perennial Management, L.P.Menlo Park | $2.8B | 56 |
| Osborne PartnersSAN Francisco | $2.7B | 704 |
| Validus Capital LLCEL Segundo | $2.5B | 176 |
Background
Questions
How much does Ohana Advisors manage?
Ohana Advisors reports $2.8B in regulatory assets under management across 22 accounts, 61% of it on a discretionary basis, on its Form ADV filed May 22, 2026.
How many clients does Ohana Advisors have?
It reports 21 individual clients: 21 high-net-worth individuals and 0 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Ohana Advisors headquartered?
Its main office is in SAN Rafael, California. It reports 2 offices in total and 13 employees, 5 of whom perform investment advisory functions.
How does Ohana Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
Is Ohana Advisors a hybrid RIA with a broker-dealer?
Ohana Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Ohana Advisors a fiduciary?
As an SEC-registered investment adviser, Ohana Advisors 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 Ohana Advisors’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 (2026-05-22), 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 →