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CKW FINANCIAL GROUP, LLC
CRD 152116File 801-70788
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.53B
Top 25% of cohort (national)
Discretionary AUM
$1.32B
Non-discretionary $1.21B
Clients
651
1,600 accounts
Employees
7
Top 10% of cohort in HI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 13, 2009
- Principal office
- 1003 BISHOP STREET, SUITE 1950, HONOLULU, HI, 96813
- Phone
- 808-629-7600
- Website
- HTTP://WWW.CKWHAWAII.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.53B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $1.21B
- Discretionary accounts
- 1,555
- Non-discretionary accounts
- 45
- Total accounts
- 1,600
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 53 | $270.1M |
| Charitable organizations | 26 | $85.5M |
| High net worth individuals | 295 | $725.6M |
| Pension and profit sharing plans | 28 | $1.38B |
| Individuals (other than high net worth individuals) | 249 | $64.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 624 | 651 | increased by27 |
| Apr 1, 2026 | AUM | $2,208,431,697 | $2,526,532,799 | increased by$318,101,102 |
| Apr 1, 2026 | Accounts | 1,478 | 1,600 | increased by122 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 601 | 624 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,964,425,589 | $2,208,431,697 | increased by$244,006,108 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,508 | 1,478 | decreased by30 |
| Apr 1, 2022 | Clients | 526 | 601 | increased by75 |
| Apr 1, 2022 | AUM | $1,536,497,444 | $1,964,425,589 | increased by$427,928,145 |
| Apr 1, 2022 | Accounts | 1,345 | 1,508 | increased by163 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CKW FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CKW FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.