Kokua Capital Management Fees & Minimum

Overview

Total Firm Assets: $224 million
Average High-Net-Worth Client Portfolio Size: $4.0 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: CFG ADV PART2A 7.22.26 (FINAL) (2026-07-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.45%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,500	0.71%
$10 million	$58,000	0.58%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 91.09%
Number of High-Net-Worth Clients: 51
Total Client Accounts: 274
Discretionary Accounts: 265
Non-Discretionary Accounts: 9

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 168439

CFG ADV PART2A 7.22.26 (FINAL) (2026-07-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Kokua Capital Management disclose?

Is Kokua Capital Management a fiduciary?

How many clients does Kokua Capital Management have?

What services does Kokua Capital Management offer?

How much does Kokua Capital Management manage?

What types of clients does Kokua Capital Management serve?