FINANCIAL VISION ADVISORY SERVICES, LLC.

FINANCIAL VISION ADVISORY SERVICES, LLC. of HONOLULU, HI is an SEC-registered investment adviser (CRD 125195). Regulatory assets under management: $4.8M.

Registration

• CRD: 125195
• Type: Registered investment adviser
• Location: 4211 WAIALAE AVENUE, HONOLULU, HI, 96816-5312
• Phone: 808-732-9196
• Latest filing: 2026-03-30
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125195 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search