RIA Intel›Advisers›Virginia›KULEANA CAPITAL MANAGEMENT LLC

KULEANA CAPITAL MANAGEMENT LLC

Advisory

FREE UNION, VA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in VA
#481
of 588 advisers by AUM
Average account
$2M
across 36 accounts
AUM per adviser
$83M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$83M
Discretionary %
100%
Clients
30
Employees
2

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$83M
Discretionary AUM$83M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

H. L. LICHSTRAHL & COMPANY, LLC
ARLINGTON, VA
$82M
-2.3% 1Y
FRONTIER ADVISORS, LLC
$82M
GUARD HILL ADVISORS LLC
$81M
CULTIVATE FINANCIAL PLANNING LLC
RADFORD, VA
$84M
HUNTER MICHAEL INVESTMENT ADVISORS INC
RICHMOND, VA
$81M
-14.1% 1Y
RATHNAM CAPITAL, LLC
LEESBURG, VA
$81M

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