# CKW Financial Group, LLC

> CKW Financial Group, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 152116
- Filed as: CKW FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152116
- AdvisorCensus page: https://advisorcensus.com/firm/ckw-financial-group-llc-honolulu-hi-152116

## Quick answers

**How is CKW Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CKW Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CKW Financial Group, LLC located?**
CKW Financial Group, LLC's principal office is in Honolulu, HI, according to its Form ADV.

**Is CKW Financial Group, LLC registered with the SEC or a state?**
CKW Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152116.

**How much does CKW Financial Group, LLC manage?**
CKW Financial Group, LLC reports $2,526,532,799 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (52% discretionary).

**How have CKW Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for CKW Financial Group, LLC: Regulatory assets under management: $1,536,497,444 in the October 2021 data and $2,526,532,799 in the October 2026 data, up 64%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CKW Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (295); individuals (other than high net worth individuals) (249); corporations or other businesses not listed above (53).

**Which custodians does CKW Financial Group, LLC use?**
CKW Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Hawaiian Bank and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does CKW Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152116

**What changed in CKW Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,208,431,697 to $2,526,532,799 (+14%). Registered or notice-filed in AZ, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- First Hawaiian Bank
- National Financial Services LLC

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: $2,526,532,799
- Discretionary: $1,320,795,416
- Non-discretionary: $1,205,737,383

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $64,829,382 |
| High net worth individuals | 295 | $725,606,834 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $1,380,581,766 |
| Charitable organizations | 26 | $85,456,708 |
| Corporations or other businesses not listed above | 53 | $270,058,109 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, HI, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ckwhawaii.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,536,497,444 | 8 | March 31, 2021 |
| October 2022 | $1,964,425,589 | 8 | March 31, 2022 |
| October 2023 | $1,661,270,510 | 9 | March 30, 2023 |
| October 2024 | $1,969,795,561 | 7 | March 29, 2024 |
| October 2025 | $2,208,431,697 | 7 | March 28, 2025 |
| October 2026 | $2,526,532,799 | 7 | March 30, 2026 |

Regulatory assets under management: $1,536,497,444 in the October 2021 data and $2,526,532,799 in the October 2026 data, up 64%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,208,431,697 to $2,526,532,799 (+14%).
- Registered or notice-filed in AZ, OR.

### January 2026
- No longer registered or notice-filed in NE, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CKW Financial Group, LLC (CRD 152116): Form ADV filing data as of October 2026.