Kuleana Capital Management LLC

Kuleana Capital Management LLC (CRD# 287732) is a financial advisory firm headquartered in , . They manage $62,842,040 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,963,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Kuleana Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy J. Schenk
CRD#: 6813498
Free Union, VA

Timothy Schenk (CRD# 6813498) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 7 years of experience in the finance industry.

2
David C. Lewis
CRD#: 5000836
Free Union, VA

David Lewis (CRD# 5000836) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 3 years of experience in the finance industry.

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