A complete list of active advisors currently associated with Kukui Tree Capital Management LLC

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

Kukui Tree Capital Management provides discretionary investment management and comprehensive wealth management services to individuals, high net worth individuals, trusts, and estates. The firm also offers financial planning and retirement-account advice and can access held-away or employer-sponsored retirement accounts via a third‑party participant platform (Pontera), and may implement portions of portfolios using unaffiliated independent managers. The firm’s investment process emphasizes fundamental analysis and a primarily long‑term orientation while allowing shorter‑term trades for rebalancing or client needs; portfolios may include individual equities, ETFs, mutual funds, bonds, options, REITs and alternative investments. Kukui Tree serves as a fiduciary, conducts initial and ongoing due diligence and oversight of independent managers, and provides clients with regular monitoring and periodic reports on holdings, allocations and performance. Compared with many single‑advisor independent firms, the brochure notes Kukui Tree supplies fee and performance reporting and that the firm advertises both historical performance results and hypothetical performance in its materials. The firm manages approximately $82.8 million across a small number of client relationships, producing a relatively concentrated client base and a hands‑on service model.

To learn more about the advisors currently working at Kukui Tree Capital Management LLC, 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.