Keala Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keala Advisors provides investment advisory and financial planning services, including discretionary and non‑discretionary portfolio management, investment due diligence, business consulting, and educational seminars and workshops. It serves individual investors as well as institutional investors, financial professionals, and organizations, corporations, and business entities.
The firm emphasizes emerging technology and digital asset markets and applies a blend of fundamental, top‑down, and technical analysis, incorporating reflexivity when assessing cryptocurrencies and other digital assets. It advises across public equities, ETFs, private companies, investment funds and digital assets, offering long‑term, buy‑and‑hold strategies alongside tactical short‑term trading and one‑off investment analysis or fund‑formation engagements.
Distinctive features include an ownership and operational tie to a practicing law firm, which the firm discloses and leverages when working with founders and early‑stage companies, and a practice of advising other advisers and corporate clients as well as pooled investment vehicles—services that are less common among peers. The firm also conducts heightened due diligence on digital‑asset custodians, provides seminars on fund formation and digital‑asset investing, and accepts certain payments in cryptocurrency.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees between $2,000 and $10,000; Investment Analysis & Due Diligence flat fees between $250 and $10,000 or initial $500 plus up to 4% of investment value
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% Above $5,000,001+: 0.50% $0 - $1,000,000: 3.00% $1,000,001 - $5,000,000: 2.50% Above $5,000,001+: 2.00%
Business consulting charged at $400/hour
Account minimum: $50,000.00 Fee-only: Financial planning flat fees between $2,000 and $10,000; Investment Analysis & Due Diligence flat fees between $250 and $10,000 or initial $500 plus up to 4% of investment value; Business consulting hourly rate $400/hour; Educational seminars fees $500 to $10,000 per seminar
Main office
1120 Avenue of the Americas, 4th Floor
New York NY 10036
Advisors at this office
1
Most active in
New York
Also doing business as
Keala Advisors · Keala Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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