M
Molokai Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Molokai Investments is positioned as an investment manager offering portfolio management for pooled vehicles and institutional clients, along with business consulting, financial planning, and internal-use valuation services. The firm also accepts discrete consultations and advisory engagements; it reported no assets under management as of December 31, 2025.
Molokai’s process blends long-term fundamental equity analysis, event-driven corporate-event work, and portfolio engineering tools (including Monte Carlo simulations and scenario analysis) to align asset allocation with each client’s Investment Policy Statement. For non-public or hard-to-price instruments the firm uses third‑party pricing services and bespoke valuation methods (such as discounted cash flow and appraisals), and it provides a range of fee arrangements beyond typical AUM schedules, including hourly, subscription, and project-based billing options.
Noteworthy distinctions include an affiliated private fund managed under common control, which the firm discloses and addresses through trade-allocation policies and full disclosure of offering documents, and a Comprehensive Proxy Voting Policy that explicitly incorporates Christian stewardship and USCCB socially responsible investment guidelines for discretionary accounts. The firm also contemplates elective direct fee-deduction (constructive custody) arrangements and integrates business consulting and valuation work into its investment advisory offering in ways that overlap with its institutional services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Security ratings or pricing
Expertise
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Business Financial Management
Occupation focus
Founder/Business Owner
Demographic focus
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
Flat fees starting at $2,500 for comprehensive financial planning projects; $1,000 for discrete consultations; may also include fixed-fee projects for business consulting
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Standard hourly rate of $250 per hour for financial planning, individual consultations, and business consulting
Available only to qualified clients under specific arrangements; negotiated separately; not currently charged for standard accounts
Monthly subscription fees for financial planning typically range from $250 to $500 per month
Minimum fee: Flat fees starting at $1,000 for discrete consultations, $2,500 for comprehensive financial planning; retainers typically ranging from $3,000 to $9,000 annually Fee-only: Fees charged as a combination of hourly consulting fees ($250/hour), flat-fee retainers, and AUM fees; no commissions accepted
Main office location
Molokai Investments
Wake Forest NC, United States
Number of offices
1
Most active in
Molokai Investments has reported serving >5 clients in these states in the last 12 months.
North Carolina
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 not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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