This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KOKUA CAPITAL MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 6, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

First registration

Sep 6, 1997

Dual registered

no

IAPD individual key

1576966

• Occurred

  Dec 18, 2024
  Advisor departed, no destination yet

  Wheeler Elliott Chapman no longer registered at Kokua Capital Management, Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:330a29b5-4170-25b7-3cd2-d5305b8eb1da

First observed

Sep 6, 1997

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.