{
  "crd_number": 112324,
  "slug": "asset-management-group-of-bank-of-hawaii-honolulu-hi-112324",
  "primary_business_name": "ASSET MANAGEMENT GROUP OF BANK OF HAWAII",
  "legal_name": "BANK OF HAWAII",
  "dbas": [],
  "city": "Honolulu",
  "state": "HI",
  "country": "United States",
  "cbsa_code": "46520",
  "metro": {
    "cbsa_code": "46520",
    "common_name": "Urban Honolulu",
    "msa_name": "Urban Honolulu, HI",
    "path": "/advisors/hi/urban-honolulu"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-04-20",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 1254981000.0,
  "raum_discretionary": 1254981000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 34,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 430838000.0,
      "count": 2,
      "description": "QUASI-GOVERNMENT AGENCY",
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 165733000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 658410000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "HI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112324",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "HONOLULU",
  "url": "https://advisorcensus.com/firm/asset-management-group-of-bank-of-hawaii-honolulu-hi-112324",
  "display_name": "Asset Management Group of Bank of Hawaii",
  "summary": "Asset Management Group of Bank of Hawaii is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Asset Management Group of Bank of Hawaii (CRD 112324): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Management Group of Bank of Hawaii compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Management Group of Bank of Hawaii reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Asset Management Group of Bank of Hawaii located?",
      "a": "Asset Management Group of Bank of Hawaii's principal office is in Honolulu, HI, according to its Form ADV."
    },
    {
      "q": "Is Asset Management Group of Bank of Hawaii registered with the SEC or a state?",
      "a": "Asset Management Group of Bank of Hawaii is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112324."
    },
    {
      "q": "How much does Asset Management Group of Bank of Hawaii manage?",
      "a": "Asset Management Group of Bank of Hawaii reports $1,254,981,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Asset Management Group of Bank of Hawaii's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Management Group of Bank of Hawaii: Regulatory assets under management: $1,366,211,000 in the October 2021 data and $1,254,981,000 in the October 2026 data, down 8%. Total employees: 28 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Management Group of Bank of Hawaii serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (3); other (2); state or municipal government entities (including government pension plans) (1)."
    },
    {
      "q": "Which custodians does Asset Management Group of Bank of Hawaii use?",
      "a": "Asset Management Group of Bank of Hawaii's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trust Services (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Asset Management Group of Bank of Hawaii report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112324"
    },
    {
      "q": "What changed in Asset Management Group of Bank of Hawaii's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,115,051,000 to $1,254,981,000 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1366211000.0,
      "total_employees": 28,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1167066000.0,
      "total_employees": 30,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1146955000.0,
      "total_employees": 30,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1168267000.0,
      "total_employees": 34,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1115051000.0,
      "total_employees": 34,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1254981000.0,
      "total_employees": 34,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,115,051,000 to $1,254,981,000 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Trust Services",
      "name_as_filed": "TRUST SERVICES",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/asset-management-group-of-bank-of-hawaii-honolulu-hi-112324.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 658410000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 165733000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 430838000.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112324",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
