RIA Intel›Advisers›Hawaii›TWIN PEAKS CAPITAL LLC

TWIN PEAKS CAPITAL LLC

Advisory

HI

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

Rank in HI
#37
of 51 advisers by AUM
Average account
$3M
across 26 accounts
AUM per adviser
$68M
1 adviser

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

Total AUM
$68M
Discretionary %
15.5%
Clients
26
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$68M
Discretionary AUM$11M
Non-Discretionary AUM$58M
Discretionary %15.5%
Total Clients26
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.

GREIG JAMES F CONTINENTAL INC
HONOLULU, HI
$70M
-37.2% 1Y
HOGAN T M INC
HONOLULU, HI
$65M
PROSPECT ASSET MANAGEMENT INC
HONOLULU, HI
$59M
-49.0% 1Y
MYOJO ASSET MANAGEMENT HAWAII LLC
HONOLULU, HI
$55M
-29.1% 1Y
DIAMOND HEAD FINANCIAL ADVISORS LLC
$52M
PATHFINDER FINANCIAL SERVICES, LLC
$90M

Get the full picture on TWIN PEAKS CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TWIN PEAKS CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans