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Timothy James Schenk

Kuleana Capital Management LLC

Free Union, VA

CRD 6813498

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Employer firm

Kuleana Capital Management LLC CRD 287732

$82.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • AD-HOC FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Kuleana Capital Management Llc

3606 Millington Road, Free Union, VA 22940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-07
VA RA APPROVED 2019-02-08
  • TX RA
    APPROVED_RES
    Since 2020-12-07
  • VA RA
    APPROVED
    Since 2019-02-08

Branch Locations

3606 Millington Road, Free Union, VA 22940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kuleana Capital Management Llc Free Union VA 02/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03
Other Names
  • Tim Schenk

View on SEC IAPD

Nearby Firms

HUNTER LEWIS LLC
CHAKRABORTY CAPITAL LLC
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Nearby Investors

Isaac Leroy Wentz
STEPHANIE BOSSERMAN
ERIC OAKS KALLEN

Nearby Offices

HUNTER LEWIS LLC · CROZET, VA
CHAKRABORTY CAPITAL LLC · CHARLOTTESVILLE, VA
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. · CHARLOTTESVILLE, VA

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