Miyashita and Associates, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Miyashita and Associates provides investment advisory services by referring clients to independent third-party investment advisory firms and also delivers accounting, tax, and business advisory services. Its client mix includes individual investors as well as less-common client types for a small independent adviser, such as insurance companies, accounting firms, charitable organizations, and corporate or business clients.
The firm does not directly manage client assets or take custody; instead it assesses clients’ objectives and risk tolerance, recommends third-party managers, and acts as a communication conduit between clients and those managers. It does not exercise trading discretion over client accounts and is available to consult about holdings and administrative matters managed by the third parties.
Noteworthy aspects include the firm’s affiliation with an accounting practice and the adviser’s active role in soliciting accounting clients to third-party managers, a combination that is uncommon among independent advisers. The firm’s model—serving institutional and professional clients alongside individuals while not providing direct portfolio management or charging AUM-based advisory fees—sets it apart from many peers.
Client services
Occupation focus
Fee options
Account minimum: No minimum (Miyashita and Associates itself does not impose a minimum; however, third-party investment advisory firms recommended by Miyashita and Associates may have their own minimums) Fee-only: Miyashita and Associates does not charge clients directly; it receives a portion (typically 25%) of the percentage of assets under management fees charged by third-party investment advisory firms.
Most active in
Hawaii
Also doing business as
Miyashita And Associates, P.C. · N. Oscar Miyashita Cpa Pc
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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