← Directory
OHANA ADVISORS
Legal name: OHANA ADVISORS MANAGEMENT, LLC
CRD 158515File 801-75431
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.78B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $1.07B
Clients
22
22 accounts
Employees
13
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 18, 2012
- Principal office
- 101 LUCAS VALLEY, SUITE 202, SAN RAFAEL, CA, 94903
- Phone
- 415-226-4100
- Website
- HTTP://WWW.OHANAADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.78B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $1.07B
- Discretionary accounts
- 14
- Non-discretionary accounts
- 8
- Total accounts
- 22
- AUM per client
- $126.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $2.67B |
| Pooled investment vehicles | 1 | $107.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 13 | increased by1 |
| Mar 1, 2026 | Clients | 20 | 22 | increased by2 |
| Mar 1, 2026 | AUM | $2,621,001,866 | $2,778,546,190 | increased by$157,544,324 |
| Mar 1, 2026 | Accounts | 20 | 22 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 20 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,746,261,291 | $2,621,001,866 | increased by$874,740,575 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 20 | increased by5 |
| Aug 1, 2022 | Clients | 14 | 15 | increased by1 |
| Aug 1, 2022 | Accounts | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 13 | 14 | increased by1 |
| Apr 1, 2022 | AUM | $1,274,038,464 | $1,746,261,291 | increased by$472,222,827 |
| Apr 1, 2022 | Accounts | 13 | 14 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OHANA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OHANA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.