Fee-only adviser · Honolulu, HI
SJC Capital Advisors LLC
SJC Capital Advisors LLC is a fee-only investment adviser registered with the securities regulator of Hawaii, with a mailing address in Honolulu, Hawaii (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 2, 2026, it reports $31M in regulatory assets under management, 19 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Hawaii |
|---|---|
| Firm CRD number | 159513 |
| Office | Honolulu, HI (mailing address; office not published) |
| Phone | (808) 282-1052 |
| Website | Not listed |
| Regulatory assets under management | $31M |
| Individual clients | 11 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Honolulu
- Cadinha & Co LLC $1.1B
- CKW Financial Group, LLC $2.5B
- The Rice Partnership, LLC $985M
- Andrews Advisory Associates, LLC $269M
- Financial Planning Hawaii, Inc. $382M
- Kahala Financial Advisors, LLC $203M
See all 20 fee-only advisers in Honolulu →
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at SJC Capital Advisors LLC? Update this listing.