CRL Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,121,649
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$890,206
About
CRL Advisors is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and financial, tax, retirement, and trust planning to individuals (including high‑net‑worth individuals), trusts and private foundations. The firm documents client objectives in an Investment Policy Statement and implements strategies that generally emphasize ETFs, while planning work is billed separately (hourly).
The firm’s investment process blends modern portfolio theory with charting, cyclical and fundamental analysis to establish asset allocation and security selection, and accounts are reviewed at least annually. Portfolios are managed on a discretionary basis and may include long‑term equity and fixed‑income exposures as well as options strategies (including covered and uncovered options and spreads), which entail elevated risk.
A noteworthy characteristic is the principal’s outside business affiliation with LDDI LLC, through which clients may be offered additional tax or related services; the firm discloses this relationship and states clients are not required to use those outside services. CRL Advisors operates with a very small client base and requires use of specified custodians (Altruist or Charles Schwab), and it participates in custodial model marketplaces and institutional programs that provide operational and research benefits alongside disclosed conflict considerations.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Annuities
Fee options
$0 - $1,000,000: 0.72% $1,000,001 - $2,000,000: 0.64% $2,000,001 - $3,000,000: 0.56% Above $3 million+: Negotiated basis
$300 per hour for planning fees
Fee-only: Fixed fee investment advisory services on negotiated basis
Main office location
CRL Advisors
1003 Bishop St, Ste 2155
Honolulu HI 96813-6420, United States
Number of offices
1
Most active in
CRL Advisors has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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