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Chad Sakumoto

14 Years of Experience
Honolulu, HI

Chad Sakumoto is a registered investment advisor at Humble Capital Management LLC, based in Honolulu, HI, with 14 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 46 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
46 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$145.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees for separate account management are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

410 Atkinson Dr., Suite 433, Honolulu, HI, 96814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chad is the Chief Investment Officer for a privately held general contractor, dedicating about half of his time to managing excess working capital. He is also a partner in Walk Fantastic LLC, a surfboard manufacturing and sales company, and a principal at Humble Capital Holdings LLC, a real estate holding company, dedicating minimal time to each.

Employment History
Current Registrations
Humble Capital Management LLC
January 2012 - Present · 14 yrs 4 mos
State Registrations1 state
HI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.