# CALE FINANCIAL MANAGEMENT LLC

CALE FINANCIAL MANAGEMENT LLC of KULA, HI is an SEC-registered investment adviser.

## Registration

- CRD: 309069
- Type: SEC-registered investment adviser
- SEC file number: 801-118879
- Location: 29 KOLONAHE PLACE, KULA, HI, 96790
- Phone: (808) 214-5012
- Latest filing: 2020-08-17
- Regulatory AUM: $136.6M
- Discretionary AUM: $136.6M
- Clients: 2
- Accounts: 242

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| CALE BENNETT WILLIAM | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309069/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309069/similar
- Related entities: https://search.stillhousedata.com/firm/309069/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309069

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.