A complete list of active advisors currently associated with Cadinha & Co LLC

Warmer can help you find a great advisor at Cadinha & Co LLC or one who fits your needs even better.

Cadinha & Co. is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning and consulting to individuals, trusts, nonprofit organizations, pension and corporate clients, and also supports institutional mandates. The firm manages separate accounts for clients and additionally offers model portfolios and sub-advisory services to third-party platforms. Investment decisions are driven by an internal Investment Committee that combines top-down macroeconomic views with fundamental and technical analysis and emphasizes tactical asset allocation across equities, fixed income, ETFs and cash equivalents. Cadinha’s strategies are customized to client objectives and may change over time; clients can also impose reasonable investment restrictions and the firm may increase cash exposure for capital preservation when warranted. The brochure discloses the firm’s assets under management (about $1.12 billion as of December 31, 2025) and assets under advisement for third‑party platforms, and it identifies strategies using GIPS labels and explicit benchmarks (for example, GPS60 and GPS80), indicating the firm presents strategy performance and related third‑party relationships in its materials. Cadinha also acts as a model provider to Envestnet and Adhesion and combines that platform work with direct advisory and institutional consulting services, a mix that is less common among similarly sized team firms.

To learn more about the advisors currently working at Cadinha & Co LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.