Important Disclosures

Kokua Capital Management, LLC ("Kokua") is a registered investment adviser registered with the State of Hawaii (Department of Commerce and Consumer Affairs) as well as regulatory bodies in NC, TX, and IL. Kokua provides discretionary investment management services tailored to the specific needs and circumstances of each client. As such, any communications on this website should be considered general information and not personalized investment advice or an offering or solicitation to purchase or sell securities. Any investment advice provided by Kokua can only be provided by a registered representative of the company in the states and jurisdictions in which it is registered or exempt from registration. For more information you may view our ADV filings at the SEC's website. 

All investing involves risk. Please contact your financial advisor with questions about your specific financial situation and carefully consider the investment objectives, risks, suitability, and expenses of our strategies before investing. There can be no assurance that our investment strategies will be profitable or meet their desired objectives.

Any sample portfolios provided on this website are for illustrative purposes only and do not represent a portfolio which could be constructed now or at any point historically.

Some content on this website may contain forward-looking statements or forecasts which are based on our current views and assumptions.  Actual events could differ substantially from those expressed in these statements. In addition to statements which imply future expectation through their context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions constitute forward-looking statements.

Information on this website has been obtained from sources believed to be reliable. However, Kokua does not warranty its accuracy or completeness. Kokua is not responsible for the content provided by links to third-party websites.

Kokua does not provide legal or tax advice; please consult your law or accounting professional with questions regarding your tax situation.