RIA Intel›Advisers›Hawaii›DENNER, STEVE

DENNER, STEVE

Advisory

HI

Data as of Sep 4, 2025 · Source: SEC Form ADV

Average account

$1M

across 9 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 4, 2025.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in HI

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

PRIVEE CAPITAL MANAGEMENT HAWAII, LLC

$11M

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

KAILUA-KONA, HI

$10M

CRL ADVISORS LLC

$7M

GUDO PARTNERS LLC

$16M

MASUDA LEHRMAN WEALTH LLC

$6M

WEALTHJAR INVESTMENT ADVISORY, LLC

$6M

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