Keala Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Keala Advisors provides investment advisory and financial planning services, including discretionary and non‑discretionary portfolio management, investment due diligence, business consulting, and educational seminars and workshops. It serves individual investors as well as institutional investors, financial professionals, and organizations, corporations, and business entities.
The firm emphasizes emerging technology and digital asset markets and applies a blend of fundamental, top‑down, and technical analysis, incorporating reflexivity when assessing cryptocurrencies and other digital assets. It advises across public equities, ETFs, private companies, investment funds and digital assets, offering long‑term, buy‑and‑hold strategies alongside tactical short‑term trading and one‑off investment analysis or fund‑formation engagements.
Distinctive features include an ownership and operational tie to a practicing law firm, which the firm discloses and leverages when working with founders and early‑stage companies, and a practice of advising other advisers and corporate clients as well as pooled investment vehicles—services that are less common among peers. The firm also conducts heightened due diligence on digital‑asset custodians, provides seminars on fund formation and digital‑asset investing, and accepts certain payments in cryptocurrency.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Business advising
Expertise
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
Financial planning flat fees between $2,000 and $10,000; Investment Analysis & Due Diligence flat fees between $250 and $10,000 or initial $500 plus up to 4% of investment value
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% Above $5,000,001+: 0.50% $0 - $1,000,000: 3.00% $1,000,001 - $5,000,000: 2.50% Above $5,000,001+: 2.00%
Business consulting charged at $400/hour
Account minimum: $50,000.00 Fee-only: Financial planning flat fees between $2,000 and $10,000; Investment Analysis & Due Diligence flat fees between $250 and $10,000 or initial $500 plus up to 4% of investment value; Business consulting hourly rate $400/hour; Educational seminars fees $500 to $10,000 per seminar
Main office location
Keala Advisors
1120 Avenue Of The Americas, 4 Th Floor
New York NY 10036, United States
Number of offices
1
Most active in
Keala Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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