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NEOKAI CAPITAL LLC

Advisory

HONOLULU, HI

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in HI

#44

of 51 advisers by AUM

Average account

$193K

across 225 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, HI, OR, TX, WA

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

70 clients

29 high-net-worth

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

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