Advisor at Honolulu Capital Management
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Firm
Honolulu Capital Management
Location
Honolulu, HI 96819
Credentials
Series 65
Industry experience
10 years
Tod Marcus is a financial advisor at Honolulu Capital Management in Honolulu, HI, with 10 years of industry experience. He holds a Series 65 designation and has operated his own firm, Tod A. Marcus, Inc., since 2009. Outside of finance, he owns and manages a retail and outfitting business, Oahu Surf Shop, dedicating time to administrative and customer service duties. Honolulu Capital Management provides tailored asset management services to individuals, high-net-worth households, and corporate or small-business clients. The firm employs a fundamental, value-oriented investment approach with non-discretionary portfolio management and offers affiliated tax and accounting services.
0.50% to 0.75% annually
Fee-only: Annual fee between 0.50% and 0.75% of assets under management, billed quarterly in arrears and negotiable based on client factors.
3049 Ualena Street Suite 415
Honolulu, HI 96819
Hawaii
Honolulu Capital Management, LLC
2019 - Present (7 years)
Tod A. Marcus, Inc
2009 - Present (17 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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