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KOKUA CAPITAL MANAGEMENT
CHAPMAN FINANCIAL GROUP, LLC
CRD 168439 · SEC 801-123439
CA, United States
Phone
312 994-2390
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.9M
Discretionary AUM
$203.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO MANAGEMENT AS A SUB-ADVISER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $17.7M |
| High net worth individuals | 51 | $204.0M |
| Other investment advisers | 1 | $2.2M |
States served
CA, IL, NC, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD