Kukui Tree Capital Management LLC

Kukui Tree Capital Management LLC is a small, state‑registered investment adviser that provides discretionary wealth management, investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, managing roughly $82.8 million across 19 client relationships. Services include portfolio construction and supervision using individual stocks, ETFs, mutual funds, bonds, options, REITs and alternative/private investments, and the firm also assists with held‑away retirement accounts through a third‑party access platform.

The firm relies primarily on fundamental analysis and a predominantly long‑term investment approach while retaining the flexibility to trade shorter‑term for rebalancing, tax or cash needs; it may also allocate portions of client assets to unaffiliated independent managers and conducts ongoing oversight of those managers. Kukui Tree conducts regular portfolio reviews and generally custodies client assets through an institutional custodian relationship that provides trading, custody and technology support.

What is noteworthy relative to peers is that the firm discloses and advertises both hypothetical performance scenarios and actual performance results, a practice that is uncommon among similar supported firms. The adviser is a single‑advisor boutique founded in 2024, maintains an institutional relationship with its custodian that yields economic benefits to the firm, and bears the cost to service clients’ held‑away plan accounts via third‑party platforms.