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BANKOH ADVISORS

HONOLULU, HI · CRD 29280 · IAPD ↗ · boh.com · (808) 694-8500

$398.5MRegulatory AUM
25Advisory reps
35Employees
733Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — BANKOH ADVISORS (HONOLULU, HI) left the SEC roster (was $398.5M RAUM, 25 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2024 — BANKOH ADVISORS shrank from 32 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.