OHANA ADVISORS, LLC Employee Directory

Q: How many employees does OHANA ADVISORS, LLC have currently?

OHANA ADVISORS, LLC has approximately 14 employees.

Financial ServicesCalifornia, United States11-50 Employees

For over 25 years, Ohana has advised ultra-high net worth families on all aspects of their lives. We are trusted and deeply experienced investment managers conducting thorough diligence of diverse investment opportunities. We serve as confidants to families facing complex business, financial planning, and personal decisions. Our dedicated team oversees the myriad of administrative responsibilities that often come with significant wealth. Ohana’s extensive capabilities and suite of tailored services help our clients meet their ambitious personal and financial goals.

Find OHANA ADVISORS, LLC employees' phone numbers or email addresses

OHANA ADVISORS, LLC Global Highlights

North America
22

United States Of America
22

OHANA ADVISORS, LLC's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
D. C.
Ceo And Founder
Mobile Phone
Email
J. R.
Chief Investment Officer
Mobile Phone
Email
E. J. S.
Managing Partner
Mobile Phone
Email
J. S.
Partner Chief Operations Officer And Investment Committee
Mobile Phone
Email
J. B.
Assistant Vice President
Mobile Phone
Email
D.
Director Of Administration
Mobile Phone
Email
M. T.
File And Data Manager
Mobile Phone
Email

OHANA ADVISORS, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Human Resources
Sales
Accounting
Other
Administrative

Contact profiles from OHANA ADVISORS, LLC

Name

Title

Contact Info

Location

Last Update

E. J. S.
Managing Partner
Mobile Phone
Email
Bay
Dec 16, 2025
J. R.
Chief Investment Officer
Mobile Phone
Email
Bay
Dec 04, 2025
D. C.
Chief Executive Officer
Mobile Phone
Email
Dec 16, 2025
D. C.
Ceo And Founder
Mobile Phone
Email
UNITED STATES
Jul 22, 2025
J. S.
Partner Chief Operations Officer And Investment Committee
Mobile Phone
Email
UNITED STATES
Dec 13, 2025
J. B.
Assistant Vice President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D.
Director Of Administration
Mobile Phone
Email
United States
Oct 22, 2024
M. T.
File And Data Manager
Mobile Phone
Email
Oct 24, 2024
C. R.
Client Service Operations Analyst
Mobile Phone
Email
Bay
Dec 16, 2025
D. S.
Board Member
Mobile Phone
Email
UNITED STATES
Aug 26, 2025

Frequently Asked Questions

What is OHANA ADVISORS, LLC known for?

OHANA ADVISORS, LLC operates in the Financial Services industry. The company's main headquarters is located in 101 Lucas Valley Road 202 San Rafael, California 94903 United States. Explore OHANA ADVISORS, LLC's company overview page for more information.

What is OHANA ADVISORS, LLC's most common email format?

OHANA ADVISORS, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OHANA ADVISORS, LLC email formats with LeadIQ.

How many employees does OHANA ADVISORS, LLC have currently?

OHANA ADVISORS, LLC has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are OHANA ADVISORS, LLC's key employees and leadership?

As of February 2026, OHANA ADVISORS, LLC's key employees include:

Chief Executive Officer: D. C.
Ceo And Founder: D. C.
Chief Investment Officer: J. R.
Managing Partner: E. J. S.
Partner Chief Operations Officer And Investment Committee: J. S.

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