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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$224MItem 5.F on the latest filing (2026-07-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$203M

Private client RAUM

$222MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

274

Individual clients

44

High net worth clients

51

Custody, client assets

$63.8M

SEC number

801-123439

CRD

168439

Filings on the tape

9

First filed

Feb 11, 2022

Latest filed

Jul 22, 2026

Organised

Limited Liability Company, IL

Website

kokuacap.com

• Occurred

  Dec 16, 2024
  Control person joined

  Davies Todd Erskine (Owner) appeared on Schedule A of Kokua Capital Management

  Form ADVobserved 5 days ago
• Occurred

  Feb 11, 2022
  First Form ADV filing

  Chapman Financial Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9f5735ef-2b6b-8df6-e08d-7f400a7735f3

First observed

Feb 11, 2022

Last observed

Jul 22, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds 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.