A complete list of active advisors currently associated with Honolulu Capital Management

Warmer can help you find a great advisor at Honolulu Capital Management or one who fits your needs even better.

Honolulu Capital Management provides ongoing, tailored asset management to individuals, high‑net‑worth households, and corporate or small‑business clients, offering portfolio supervision and the ability for clients to impose investment restrictions. The firm also maintains an affiliated accounting practice and refers clients for tax preparation and accounting services when appropriate. The firm’s investment approach emphasizes fundamental, value‑oriented, long‑term equity selection supplemented by tactical and strategic asset allocation and occasional value‑oriented special situations. Accounts are managed on a non‑discretionary basis, requiring client approval before trades and subject to at least quarterly reviews. Compared with many independent advisers, the firm’s combination of an affiliated tax/accounting practice, provision of portfolio management to corporate or institutional‑type clients, and primarily non‑discretionary management is unusual. The firm also does not aggregate or block trades and does not vote client proxies, leaving trade execution and proxy decisions to clients and their custodians.

To learn more about the advisors currently working at Honolulu Capital Management, 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.

Name	Location	Years of experience
Tod Marcus	Honolulu, HI	11

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