Cadinha & Co LLC

Kaleialoha Cadinha Pua'a is a Series 65-licensed financial advisor with 24 years of industry experience. She has been with Cadinha & Co., LLC since 2007, where she is part of a team of ten advisors. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally serving clients with $1 million or more in investable assets. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee, offering a variety of labeled strategies and actively adjusting asset allocations based on market views.

Bradley Totherow is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co. since 1988. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment decisions are guided by an Investment Committee that integrates macro, fundamental, and technical analysis with tactical asset allocation, offering a variety of labeled strategies and sub-advisory services.

Skyler Keate is a Series 65-licensed financial advisor with Cadinha & Co LLC in Park City, UT, where he has worked since 2016. He has seven years of industry experience. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a combination of top-down macro, fundamental, and technical analysis through an Investment Committee and offers a variety of labeled strategies, including model portfolio services to third-party platforms.

Gabriella Puaa is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at the Carson Group and Creighton University. Cadinha & Co is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, nonprofit organizations, pension and corporate clients, as well as institutional mandates. The firm employs a combination of top-down macroeconomic analysis and tactical asset allocation, offering customized investment strategies and serving as a model provider to third-party platforms.

Michael D'addario is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to joining Cadinha & Co. in 2021, he worked at Goldman Sachs & Co. for seven years and was self-employed for three years. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a committee-driven investment process that integrates macroeconomic, fundamental, and technical analysis with tactical asset allocation tailored to client objectives, and offers a variety of labeled strategies and sub-advisory services.

Robyn Macy is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 24 years of industry experience. She has been with Cadinha & Co. since 1990. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, generally targeting clients with $1 million or more to invest. The firm employs a committee-driven investment approach that integrates macro, fundamental, and technical analysis with tactical asset allocation across a range of labeled strategies.

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm’s investment approach combines top-down macro, fundamental, and technical analysis with tactical asset allocation, offering multiple labeled strategies and sub-advisory services.

Harlan Cadinha is a financial advisor at Cadinha & Co LLC in Honolulu, HI, holding a Series 65 designation with 25 years of industry experience. He has been with Cadinha & Co., LLC since 2000. Cadinha & Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, institutions, and retirement plans, typically serving clients with $1 million or more to invest. The firm employs a team-driven investment committee that integrates macro, fundamental, and technical analysis with tactical asset allocation and customized client objectives, and it also serves as a model provider to third-party platforms and offers sub-advisory and separate-account management services.