RIA Intel›Advisers›Hawaii›CRL ADVISORS LLC

CRL ADVISORS LLC

Advisory

HONOLULU, HI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$209K
across 34 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$7M
Discretionary %
91.9%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$575K
Discretionary %91.9%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InHI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in HI

Closest by assets under management. All figures from Form ADV.

MASUDA LEHRMAN WEALTH LLC
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+35.0% 1Y
RESOURCE MANAGEMENT LLC
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WONG DENIS & ASSOCIATES INC
HONOLULU, HI
$6M
QUANTS INVESTORS, INC.
HONOLULU, HI
$5M
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
KAILUA-KONA, HI
$10M

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