Ohana Advisors

Overview

Ohana Advisors is an SEC registered investment adviser based in San Rafael, CA, registered since 2012. It reports $2.8B in assets under management across 22 accounts, with 13 employees.

Reported AUM

$2.8B

Discretionary

61%

Accounts

22

Average account

$126M

Employees

13

Registered since

2012

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Christina Gabbriell De Marchi Managing Director CRD 8278062
• David Schrader Managing Director CRD 6042454
• Edward John Schneider IV Managing Partner, Chief Compliance Officer CRD 2920375

2 more executive officers, with direct contact details

Location

Headquarters

101 Lucas Valley Rd Ste 202
San Rafael, CA 94903

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: ohanaadvisors.com

Every state, with registration dates

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