Cadinha & Co Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 639
- Avg AUM / client
- $1.8M
- Accounts
- 1,406
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 319 | $120M | 10.7% |
| High net worth individuals | 287 | $921M | 82.0% |
| Charitable organizations | 14 | $23.3M | 2.07% |
| Corporations and other businesses | 19 | $58.4M | 5.2% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harlan B. K. Cadinha | Partner | Jul 2000 (26y) | ≈ 14.06% – 50% via Harlan J. Cadinha Family Limited Partnership | |
| Harlan Joseph Cadinha | Chairman & Chief Investment Strategist | Jul 2000 (26y) | Less than 5% | |
| Kaleialoha Kathleen Cadinha Pua'a | President/Ceo/Chief Investment Officer/Vice Chairman/Director | Dec 2006 (20y) | ≈ 14.06% – 50% via Harlan J. Cadinha Family Limited Partnership | |
| Feary, Monique, Mikahala | Cco & Director Of Finance | Feb 2021 (6y) | Less than 5% | |
| Bradley Friel Totherow | Registered representative | Jul 2000 (26y) | ||
| Niel Preston Lentz | Registered representative | Jul 2000 (26y) | ||
| Robyn Lynn Macy | Registered representative | Feb 2002 (24y) | ||
| Skyler Steven Keate | Registered representative | May 2018 (8y) | ||
| Michael Louis D'addario | Registered representative | Mar 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cadinha Acquisition Corp | Member | Dec 2006 | A | 75% or more |
| Cadinha Partners | Member | Jun 2000 | A | 10% – 25% |
| Harlan J. Cadinha Family Limited Partnership | Shareholder Common | Dec 2012 | B | ≈ 56.25% – 100% via Cadinha Acquisition Corp |
| Cadinha Acquisition Corp | General Partner | Jan 2015 | B | ≈ 5% – 18.75% via Cadinha Partners |
| Hjc Family, Llc | General Partner | Dec 2012 | B | GP / trustee / elected manager of Harlan J. Cadinha Family Limited Partnership (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Harlan B. K. Cadinha: 25% – 50% of Harlan J. Cadinha Family Limited Partnership × 75% – 100% of Cadinha Acquisition Corp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Kaleialoha Kathleen Cadinha Pua'a: 25% – 50% of Harlan J. Cadinha Family Limited Partnership × 75% – 100% of Cadinha Acquisition Corp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Harlan J. Cadinha Family Limited Partnership: 75% – 100% of Cadinha Acquisition Corp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cadinha Acquisition Corp: 50% – 75% of Cadinha Partners × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Morgan Stanley $1.3B (55% of AUM) Nov 2021
- Charles Schwab & Co. $938M (84% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗