Kala Capital logo

Kala Capital

Updated today

Client AUM

$24,750,288

Clients

76

Advisors

4

of 4 employees

About

Kala Capital Partners advises individual and high‑net‑worth clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm typically charges asset‑based advisory fees and delivers both discretionary portfolio management and standalone planning engagements.

The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and may engage third‑party sub‑advisors to implement portfolios using ETFs, mutual funds and individual securities. Portfolios are monitored and periodically rebalanced, with the majority of assets managed on a discretionary basis while non‑discretionary and plan‑consulting arrangements are also offered.

A distinctive feature of Kala Capital is its affiliation with an insurance brokerage (Kala Insurance, LLC) and the fact that its representatives are licensed insurance agents who may receive commissions for insurance product sales, a potential conflict of interest disclosed and mitigated in the brochure. The firm also disclosed a recent consent order with a state regulator in April 2026 related to a statutory net‑worth shortfall for 2024, a regulatory matter clients may consider alongside the firm’s combined advisory and insurance activities.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning/consulting up to $18,000 annually

Subscriptions

Financial planning & consulting fees may be charged upfront, monthly, quarterly, or annually based on engagement scope

Other

Account minimum: $500,001 Minimum fee: Minimum fee for written financial plans generally $900 Fee-only: Flat fees for financial planning/consulting up to $18,000 annually

Main office

Kailua HI

Advisors at this office

4

Most active in

Hawaii · Texas

Also doing business as

Kala Capital · Kala Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ethan H

CFP®, Series 66

Kailua, HI

Kala Capital

Ethan Ho is a CFP® with 13 years of industry experience, currently serving as an advisor at Kala Capital. He previously worked at First Command Advisory Services and its affiliated companies for eight years. Outside of his advisory role, he is the owner and CEO of Kala Insurance, LLC and serves as Co-Chair of the National Eagle Scout Association, supporting local Boy Scouts through community service projects. Kala Capital Partners is a supported registered investment adviser managing approximately $18.1 million for about 65 clients, including individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diverse investment approach that incorporates fundamental, technical, quantitative, and cyclical analysis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

April N

Series 66

Kailua, HI

Kala Capital

April Nakayama Frost is a financial advisor with Kala Capital and holds a Series 66 designation. She has 10 years of industry experience, including five years with Kala Capital Partners and five years with First Command Financial Planning and its related entities. She has also worked at Kalaheo High School for over a decade. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, often employing third-party sub-advisors to manage portfolios primarily on a discretionary basis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Cullen D

Series 65

Kailua, HI

Kala Capital

Cullen Dochin is a financial advisor at Kala Capital with a Series 65 license and one year of industry experience. Prior to joining Kala Capital, he operated Cullen Dochin Music LLC and has been involved in various roles including work in agriculture and entertainment. Kala Capital Partners provides portfolio management, financial planning, and retirement plan consulting services to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and may use third-party sub-advisors to manage portfolios primarily on a discretionary basis.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher B

Series 66

Kailua, HI

Kala Capital

Christopher Bueno is a financial advisor at Kala Capital with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and related entities. Outside of his advisory work, he serves as an assistant chess coach at Iolani High School, teaching students competitive chess. Kala Capital Partners advises individual and high-net-worth clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers both discretionary and non-discretionary portfolio management.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)