CKW FINANCIAL GROUP, LLC

CRD 152116File 801-70788

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.53B

Top 25% of cohort (national)

Discretionary AUM

$1.32B

Non-discretionary $1.21B

Clients

651

1,600 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.