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Kala Capital

Updated today

Client assets under management

$24,750,288

Clients

76

7% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$325,662

About

Kala Capital Partners is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporate entities. The firm offers comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting, and may use third‑party money managers to implement client portfolios.

The firm builds portfolios around strategic asset allocation using ETFs, mutual funds, individual equities and fixed‑income securities, with regular monitoring and rebalancing tied to clients’ objectives and risk tolerances. Kala employs a mix of analytical approaches — fundamental, technical, quantitative and sector analysis — and conducts due diligence and periodic reviews of any sub‑advisors it engages.

Distinctive features disclosed in the brochure include an affiliation with an insurance brokerage (Kala Insurance, LLC) and licensed representatives who may receive commissions for insurance product sales, a relationship the firm acknowledges as a potential conflict of interest. Kala also advertises business‑oriented services not always found at similarly sized teams — such as cost segregation studies, corporate structure and tax planning, and real estate and mortgage analysis — while generally requiring a sizable minimum for its discretionary portfolio services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial Planning & Consulting flat fees up to $18,000 annually; minimum fee generally $900 for written financial plans.

Percentage

Up to 1.30% annually (maximum annual fee for Comprehensive Portfolio Management)

Project-based

Financial Planning & Consulting services charged hourly based on scope and complexity; hourly fee used for refund calculations upon termination.

Other

Account minimum: $500,001

Main office location

Kala Capital

Kailua HI, United States

Number of offices

1

Most active in

Hawaii · Texas

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

Ethan H

CFP®, Series 66

Kailua, HI

Kala Capital

Ethan Ho is a CFP® with 13 years of industry experience, currently serving as an advisor at Kala Capital. He previously worked at First Command Advisory Services and its affiliated companies for eight years. Outside of his advisory role, he is the owner and CEO of Kala Insurance, LLC and serves as Co-Chair of the National Eagle Scout Association, supporting local Boy Scouts through community service projects. Kala Capital Partners is a supported registered investment adviser managing approximately $18.1 million for about 65 clients, including individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diverse investment approach that incorporates fundamental, technical, quantitative, and cyclical analysis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

April N

Series 66

Kailua, HI

Kala Capital

April Nakayama Frost is a financial advisor at Kala Capital with 10 years of industry experience. She holds a Series 66 designation and previously worked at First Command Financial Planning, Inc. and related entities for five years. Frost has also been employed at Kalaheo High School for over a decade. Kala Capital Partners is a supported registered investment adviser managing approximately $18.1 million for about 65 clients, including individuals, trusts, corporations, and retirement plans. The firm provides discretionary portfolio management and financial planning, utilizing a range of analytical methods and diversified investment strategies, and offers business-oriented planning services alongside insurance product sales.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Cullen D

Series 65

Kailua, HI

Kala Capital

Cullen Dochin is a financial advisor at Kala Capital with a Series 65 credential and one year of experience in the industry. Prior to joining Kala Capital, he was involved in various ventures including Cullen Dochin Music LLC and roles at Kakoo Oiwi, Anoano Farms, and Pop Rocks Entertainment. He is based in Kailua, Hawaii. Kala Capital Partners is a small supported registered investment adviser managing approximately $18.1 million for about 65 clients. The firm serves individuals, trusts, corporations, and retirement plans, providing portfolio management, financial planning, and retirement consulting using a range of analytical methods and diversified investments.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher B

Series 66

Kailua, HI

Kala Capital

Christopher Bueno is a financial advisor at Kala Capital with seven years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services and related First Command entities. Outside of his advisory role, Mr. Bueno serves as an assistant chess coach at Iolani High School, where he teaches competitive chess to students. Kala Capital Partners is a supported registered investment adviser managing approximately $18.1 million for about 65 clients. The firm serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement consulting with an investment approach that incorporates fundamental, technical, quantitative, and cyclical analysis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
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