Kohala Capital Partners, LLC

Kohala Capital Partners, LLC (CRD# 158098) is a financial advisory firm headquartered in Portland, OR. They manage $35,000,000 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,842,105
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI, OR

Financial Advisors at Kohala Capital Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gaylord B. Lyman
CRD#: 2892240
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
96
Wealthminder
score

Gaylord Lyman (CRD# 2892240) is an Investment Advisor Representative working at Kohala Capital Partners, LLC in Portland, OR and has over 19 years of experience in the finance industry.

2
David W. Jellison
CRD#: 2222346
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
90
Wealthminder
score

David Jellison (CRD# 2222346) is an Investment Advisor Representative working at Kohala Capital Partners, LLC in Portland, OR and has 1 year of experience in the finance industry.

3
Thierry J. Wuilloud
CRD#: 4573347
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
90
Wealthminder
score

Thierry Wuilloud (CRD# 4573347) is an Investment Advisor Representative working at Kohala Capital Partners, LLC in Portland, OR and has 1 year of experience in the finance industry.

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