Welcome

Chapman Financial Group, LLC (doing business as Kokua Capital Management and Chapman Financial Group) is a boutique investment advisory firm which provides financial planning and investment management services to both individuals and families as well as other investment advisors. We build customized investment portfolios tailored to the individual needs of our clients, conduct all our own investment research in-house, and are a registered investment adviser (RIA) regulated by the SEC.

We take a holistic approach to helping our clients manage their financial lives and believe that financial planning and investment management go hand-in-hand – you can't have one without the other.

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Pursuant to SEC regulations, clients and prospective clients may learn more information about our firm through our ADV Part 3 - Customer Relationship Summary filing, which is available here.