KAHALA FINANCIAL ADVISORS, LLC
CRD #108564 SEC #801-110741 HONOLULU, HI 808-734-7665
SEC Registered
Total AUM
$175.2M
Discretionary
$175.2M
Employees
2
Clients
101
Accounts
163
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $175.2M | $175.2M | $0 | 2 | 0 |
| Mar 2024 | $164.2M | $164.2M | $0 | 2 | 0 |
| Aug 2023 | $146.7M | $146.7M | $0 | 2 | 0 |
| Aug 2023 | $146.7M | $146.7M | $0 | 2 | 0 |
| Jun 2023 | $146.7M | $146.7M | $0 | 2 | 0 |
| Jun 2023 | $146.7M | $146.7M | $0 | 2 | 0 |
| Mar 2023 | $146.7M | $146.7M | $0 | 2 | 0 |
| Mar 2022 | $167.1M | $167.1M | $0 | 2 | 0 |
| Nov 2021 | $139.9M | $139.9M | $0 | 2 | 0 |
| Mar 2021 | $139.9M | $139.9M | $0 | 2 | 0 |
| Jun 2020 | $127.5M | $127.5M | $0 | 2 | 0 |
| Jun 2020 | $127.5M | $127.5M | $0 | 2 | 0 |
| Mar 2020 | $127.5M | $127.5M | $0 | 2 | 0 |
| Mar 2019 | $113.4M | $113.4M | $0 | 2 | 0 |
| Mar 2018 | $122.3M | $122.3M | $0 | 2 | 0 |
| Mar 2018 | $122.3M | $122.3M | $0 | 2 | 0 |
| Jun 2017 | $105.3M | $105.3M | $0 | 2 | 163 |
| Mar 2012 | $72.8M | $72.8M | $0 | 1 | 176 |
| Mar 2012 | $67.4M | $67.4M | $0 | 1 | 176 |
| Mar 2011 | $66.3M | $66.3M | $0 | 5 | -- |
| Mar 2011 | $66.3M | $66.3M | $0 | 5 | -- |
| Mar 2011 | $66.3M | $66.3M | $0 | 5 | -- |
| Jan 2011 | $66.3M | $66.3M | $0 | 5 | -- |
| Feb 2009 | $46.4M | $46.4M | $0 | 5 | -- |
| Nov 2007 | $65M | $65M | $0 | 5 | -- |
| Mar 2007 | $57.4M | $57.4M | $0 | 5 | -- |
| Feb 2006 | $50.9M | $50.9M | $0 | 5 | -- |
| Sep 2005 | $46M | $46M | $0 | 5 | -- |
| Dec 2004 | $41M | $41M | $0 | 5 | -- |
| Nov 2003 | $32.6M | $32.6M | $0 | 5 | -- |
| Mar 2002 | $37M | $37M | $0 | 5 | -- |
DateMar 2025
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees2
Clients163
DateMar 2012
Total AUM$72.8M
Discretionary$72.8M
Non-Disc.$0
Employees1
Clients176
DateMar 2012
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees1
Clients176
DateMar 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--