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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.57
Kokua Capital Management logo

Kokua Capital Management

Location not listed · Firm website

99%AUM growth, 2024 to 2026
$224MAUM in the 2026 filing
167%client growth
2people at the firm

AUM by filing

$105M2023
$113M2024
$192M2025
$224M2026

Clients by filing

362023
362024
882025
962026

Key people

  • Todd ErskineManaging PartnerOwner · 2 years at the firm
    in
  • Wheeler ChapmanFounder13 years at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth99%104%
  • Client growth167%43%
  • People27
  • AUM per person$112.0M$49.7M

Rank by measure

  • Official rankNo. 5799%
  • Client growthNo. 3167%
  • AUM added per personNo. 16$55.6M
  • AUM per personNo. 12$112.0M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.

← No. 56 Cordis FinancialNo. 58 Mayport Wealth Management →
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Kokua Capital Management: No. 57 on The Lean 100 (2026) — Private Wealth Daily