Cadinha & Co LLC logo

Cadinha & Co LLC

Updated today

Client assets under management

$1,040,990,953

Clients

606

47% high-net worth

Advisors

8

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

76

High

Average account size

$1,717,807

About

Cadinha & Co. is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning and consulting to individuals, trusts, nonprofit organizations, pension and corporate clients, and also supports institutional mandates. The firm manages separate accounts for clients and additionally offers model portfolios and sub-advisory services to third-party platforms.

Investment decisions are driven by an internal Investment Committee that combines top-down macroeconomic views with fundamental and technical analysis and emphasizes tactical asset allocation across equities, fixed income, ETFs and cash equivalents. Cadinha’s strategies are customized to client objectives and may change over time; clients can also impose reasonable investment restrictions and the firm may increase cash exposure for capital preservation when warranted.

The brochure discloses the firm’s assets under management (about $1.12 billion as of December 31, 2025) and assets under advisement for third‑party platforms, and it identifies strategies using GIPS labels and explicit benchmarks (for example, GPS60 and GPS80), indicating the firm presents strategy performance and related third‑party relationships in its materials. Cadinha also acts as a model provider to Envestnet and Adhesion and combines that platform work with direct advisory and institutional consulting services, a mix that is less common among similarly sized team firms.

Client services

Financial planning Portfolio management Consulting

Expertise

Wealth management Cash flow / budgeting

Fee options

Percentage

$0 - $3 million: 1.00% $3 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%

Project-based

Minimum fee of $500 per hour for consulting and financial planning services provided to non-advisory clients

Other

Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual fee for Balanced/Equity and Fixed Income accounts; $50,000 minimum annual fee for Cadinha Institutional management; $100,000 minimum annual fee for Cadinha Institutional consulting Fee-only: Fee-only compensation; no commissions received

Main office location

Cadinha & Co LLC

900 Fort St. Mall, Ste. 1450

Honolulu HI 96813-3713, United States

Number of offices

4

Most active in

Arizona · California · Florida · Hawaii · Idaho · Louisiana · Nevada · New Hampshire · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kaleialoha C

Series 65

Honolulu, HI

Cadinha & Co LLC

Kaleialoha Cadinha Pua'a is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Cadinha & Co., LLC since 2007, where she is part of a team of ten advisors. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally serving clients with $1 million or more in investable assets. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee, offering a variety of labeled strategies and actively adjusting asset allocations based on market views.

Wealth management Cash flow / budgeting
user avatar

Bradley T

Series 65

Honolulu, HI

Cadinha & Co LLC

Bradley Totherow is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co. since 1988. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment decisions are guided by an Investment Committee that integrates macro, fundamental, and technical analysis with tactical asset allocation, offering a variety of labeled strategies and sub-advisory services.

Wealth management Cash flow / budgeting
user avatar

Skyler K

Series 65

Honolulu, HI

Cadinha & Co LLC

Skyler Keate is a Series 65-licensed financial advisor with Cadinha & Co LLC in Park City, UT, where he has worked since 2016. He has seven years of industry experience. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee and offers a variety of labeled strategies, including model portfolio services to third-party platforms.

Wealth management Cash flow / budgeting
user avatar

Niel L

Series 63, Series 65

Honolulu, HI

Cadinha & Co LLC

Niel Lentz is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Cadinha & Co. since 1989. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm uses a combination of top-down macro, fundamental, and technical analysis through an Investment Committee and offers multiple labeled strategies with active asset allocation adjustments.

Wealth management Cash flow / budgeting
user avatar

Michael D

Series 63, Series 65

Honolulu, HI

Cadinha & Co LLC

Michael D'addario is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Cadinha & Co. in 2021, he worked at Goldman Sachs & Co. for seven years and was self-employed for three years. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a committee-driven investment process that integrates macroeconomic, fundamental, and technical analysis with tactical asset allocation tailored to client objectives, and offers a variety of labeled strategies and sub-advisory services.

Wealth management Cash flow / budgeting
user avatar

Robyn M

Series 65

Honolulu, HI

Cadinha & Co LLC

Robyn Macy is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 24 years of industry experience. She has been with Cadinha & Co. since 1990. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally targeting clients with $1 million or more to invest. The firm employs a committee-driven investment approach that integrates macro, fundamental, and technical analysis with tactical asset allocation across a range of labeled strategies.

Wealth management Cash flow / budgeting
user avatar

Harlan C

Series 65

Honolulu, HI

Cadinha & Co LLC

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment approach combines top-down macro, fundamental, and technical analysis with tactical asset allocation, offering multiple labeled strategies and sub-advisory services.

Wealth management Cash flow / budgeting
user avatar

Harlan C

Series 65

Honolulu, HI

Cadinha & Co LLC

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a team-driven investment committee that integrates macro, fundamental, and technical analysis with tactical asset allocation and customized client objectives, and it also serves as a model provider to third-party platforms and offers sub-advisory and separate-account management services.

Wealth management Cash flow / budgeting
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