Capitalade

Capitalade is a registered investment advisor based in Honolulu, Hawaii, founded in 2025. The firm is owned and operated by Yong T Kim, who serves as the sole member and Chief Compliance Officer. Capitalade provides personalized investment management on both a discretionary and non-discretionary basis, alongside portfolio construction and ongoing account monitoring. The firm offers distinct strategies, including a concentrated equity strategy that holds a small number of individual positions with a multi-year horizon, as well as diversified and balanced mandates using exchange-traded funds, index funds, and fixed-income instruments. Capitalade tailors its services to each client's financial situation, objectives, time horizon, and risk tolerance, and can accommodate reasonable written investment restrictions. The firm does not manage pooled investment vehicles, sponsor private funds, or participate in wrap fee programs. Capitalade serves individuals, families, family trusts, estates, family offices, and small businesses, both inside and outside the United States.