Kahala Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,413,897
Clients
162
Advisors
2
of 2 employees
About
Kahala Financial Advisors provides fee-only investment management and financial planning primarily for individual investors, trusts, and estates, and also serves charitable organizations and corporations. The firm reports managing over $200 million across roughly 169 households and offers services for taxable and retirement accounts, including portfolio management and incidental personal financial planning.
Kahala Financial applies a long-term, buy-and-hold investment approach using diversified, low-cost mutual funds and ETFs, and emphasizes regular monitoring and rebalancing with discretionary trading authority. The firm notes use of a contrarian rebalancing method and has approved access to Dimensional Fund Advisors funds, with account reviews at least monthly and quarterly performance reporting.
Noteworthy features in the brochure include the firm’s long tenure (established in 1986), a compact two-advisor structure whose principals hold CFP credentials, and an explicit, long-standing custodial relationship with Charles Schwab. The brochure does not identify high‑net‑worth individuals as a client segment—a less common omission among similar supported firms—and the firm also publishes an internal succession plan for its family-owned practice.
Client services
Expertise
Fee options
$0 - $500,000: 1.0% per year (0.25% per quarter) $500,000 - $1,000,000: 0.75% per year (0.1875% per quarter) $1,000,000+: 0.50% per year (0.125% per quarter)
Account minimum: $1,000,000 Fee-only: Fee-only advisory firm, no commissions
Main office
4211 Waialae Ave, Suite 407
Honolulu HI 96816
Advisors at this office
2
Most active in
California · Hawaii
Also doing business as
Greg Miyashiro, Cfp · Kahala Financial Advisors, LLC · Miyashiro Greg Cfp · Miyashiro Greg Satoru
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan M
CFP®
Honolulu, HI
Kahala Financial Advisors, LLC
Ryan Miyashiro is a CFP® professional with 13 years of experience, currently serving as an advisor at Kahala Financial Advisors, LLC in Honolulu, HI since 2004. He works at a firm that provides fee-only investment management and personal financial planning to individuals, trusts, estates, and select charitable and corporate clients. Kahala Financial Advisors manages approximately $175 million across about 163 households, employing a long-term buy-and-hold strategy with diversified allocations to low-cost mutual funds and ETFs, along with regular portfolio rebalancing and ongoing monitoring.
Greg M
CFP®, Series 63
Honolulu, HI
Kahala Financial Advisors, LLC
Greg Miyashiro is a CFP® with 13 years of industry experience, currently serving at Kahala Financial Advisors, LLC in Honolulu, Hawaii. He has been with the firm since 1986, contributing to its multidecade presence. Kahala Financial Advisors, LLC is a small, two-advisor firm providing fee-only investment management and personal financial planning to individuals, trusts, estates, and select charitable and corporate clients. The firm employs a long-term buy-and-hold strategy with diversified allocations to low-cost mutual funds and ETFs, offering discretionary portfolio management and regular account reviews.
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