H
Honolulu Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,188,951
Total clients
27
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$118,109
About
Honolulu Capital Management provides ongoing, tailored asset management to individuals, high‑net‑worth households, and corporate or small‑business clients, offering portfolio supervision and the ability for clients to impose investment restrictions. The firm also maintains an affiliated accounting practice and refers clients for tax preparation and accounting services when appropriate.
The firm’s investment approach emphasizes fundamental, value‑oriented, long‑term equity selection supplemented by tactical and strategic asset allocation and occasional value‑oriented special situations. Accounts are managed on a non‑discretionary basis, requiring client approval before trades and subject to at least quarterly reviews.
Compared with many independent advisers, the firm’s combination of an affiliated tax/accounting practice, provision of portfolio management to corporate or institutional‑type clients, and primarily non‑discretionary management is unusual. The firm also does not aggregate or block trades and does not vote client proxies, leaving trade execution and proxy decisions to clients and their custodians.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
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.
Main office location
Honolulu Capital Management
3049 Ualena Street Suite 415
Honolulu HI 96819, United States
Number of offices
1
Most active in
Honolulu Capital Management 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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