CB
CB

Cristopher Jon Borden

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

1003 Bishop Street Suite 1820, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cristopher is the Owner, CIO, & CCO of Kobo Wealth Conservancy, LLC, spending nearly full-time managing portfolios and providing client service. He also works as an Investment Adviser Representative for Shuster Advisor Group, LLC, dedicating about 10-20% of his time to constructing and managing portfolios, and owns Pan Pacific Partners, LLC, spending minimal time on it.

Employment History
Current Registrations
Ashton Thomas Private Wealth
August 2025 - Present · 6 mos
Kobo Wealth Conservancy
February 2011 - Present · 15 yrs
Previous Registrations
Ashton Thomas Private Wealth
August 2025 - August 2025 · 0 mos
Kobo Retirement Strategies
March 2017 - December 2021 · 4 yrs 9 mos
Shuster Advisory Group, LLC
April 2016 - September 2025 · 9 yrs 5 mos
Daniel Investment Associates, LLC
August 2015 - February 2021 · 5 yrs 6 mos
Fiduciary Investment Council, LLC
September 2012 - June 2015 · 2 yrs 9 mos
Financial Insights, INC.
September 2010 - December 2014 · 4 yrs 3 mos
Kobo Wealth Conservancy
July 2007 - December 2010 · 3 yrs 5 mos
Bishop Street Capital Management
November 2006 - October 2007 · 11 mos
State Registrations1 state
HI
Advisor
Exams
No exam information available for this advisor.
Cristopher Jon Borden - Financial Advisor | TrueAdvisor