K
Kanaka Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$248,257
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kanaka Strategies provides discretionary portfolio management to individual clients, including high-net-worth individuals, by managing investment accounts held at qualified custodians such as Interactive Brokers. Clients grant the firm limited power of attorney so it can execute trades and manage positions without prior approval for each transaction.
The firm’s investment process combines charting, technical, and fundamental analysis applied to stocks and ETFs, and it implements long/short positions as well as options strategies. It discloses the use of derivatives in separately managed accounts and relies on broker platforms that support block trading and option executions while exercising discretionary authority.
Noteworthy features relative to peers include the explicit use of derivatives in separately managed accounts and a client focus that includes high-net-worth individuals—both of which are uncommon for firms in this category. The firm is operated as a sole proprietorship, allows personal trading under a formal Code of Ethics (including aggregated trading with affiliated accounts when consistent with best execution), and does not vote client proxies, leaving voting responsibility to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
0.2% per month (equivalent to 2.4% annually)
Main office location
Kanaka Strategies
Cupertino CA, United States
Number of offices
1
Most active in
Kanaka Strategies has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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