Ohana Advisors
SEC RegisteredBoutique and independent multi-family office.
About the firm
Ohana Advisors is a boutique and independent multi-family office that has advised ultra-high net worth families on all aspects of their lives for over 25 years. The firm offers trusted, experienced investment management, financial planning, and family office administrative services. Ohana's extensive capabilities and suite of tailored services help clients meet their ambitious personal and financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment strategy (diversified multi-asset class portfolios, institutional quality due diligence, outside investment managers and direct investments), tax and estate planning (working with attorneys, accountants, and other experts to design and implement estate and tax plans), family office services (bill payment, aircraft accounting, asset tracking, investment performance reporting, advice on insurance and financing options), and philanthropy (donor advised funds, foundations, coordinating charitable assets and grants with the family's overall financial plan).
Who they serve
Ultra-high net worth families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 21 | $2.7B |
| Pension/Profit Sharing Plans | 1 | $107M |
Leadership
Office locations
Regulatory & compliance
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ohana Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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