# Asset Management Group of Bank of Hawaii

> 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.

- CRD: 112324
- Filed as: ASSET MANAGEMENT GROUP OF BANK OF HAWAII
- Legal name: Bank of Hawaii
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112324
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-group-of-bank-of-hawaii-honolulu-hi-112324

## Quick answers

**How is Asset Management Group of Bank of Hawaii compensated?**
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.

**Where is Asset Management Group of Bank of Hawaii located?**
Asset Management Group of Bank of Hawaii's principal office is in Honolulu, HI, according to its Form ADV.

**Is Asset Management Group of Bank of Hawaii registered with the SEC or a state?**
Asset Management Group of Bank of Hawaii is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112324.

**How much does Asset Management Group of Bank of Hawaii manage?**
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).

**How have Asset Management Group of Bank of Hawaii's assets and staff changed since 2021?**
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.

**What types of clients does Asset Management Group of Bank of Hawaii serve?**
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).

**Which custodians does Asset Management Group of Bank of Hawaii use?**
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.

**Does Asset Management Group of Bank of Hawaii report any disciplinary disclosures?**
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

**What changed in Asset Management Group of Bank of Hawaii's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,115,051,000 to $1,254,981,000 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Trust Services (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,254,981,000
- Discretionary: $1,254,981,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 3 | $658,410,000 |
| State or municipal government entities (including government pension plans) | 1 | $165,733,000 |
| Other | 2 | $430,838,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2001 (25 years)
- Employees: 34 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112324

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,366,211,000 | 28 | July 16, 2021 |
| October 2022 | $1,167,066,000 | 30 | September 20, 2022 |
| October 2023 | $1,146,955,000 | 30 | March 6, 2023 |
| October 2024 | $1,168,267,000 | 34 | March 8, 2024 |
| October 2025 | $1,115,051,000 | 34 | February 18, 2025 |
| October 2026 | $1,254,981,000 | 34 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,115,051,000 to $1,254,981,000 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Group of Bank of Hawaii (CRD 112324): Form ADV filing data as of October 2026.