Asset manager · Honolulu, HI
Asset Management Group of Bank of Hawaii
Bank of Hawaii · SEC-registered investment adviser · CRD 112324 · SEC 801-60203
At a glance
Asset Management Group of Bank of Hawaii is an SEC-registered investment adviser based in Honolulu, Hawaii, with $1.3 billion in regulatory assets under management as of its Form ADV filed March 2, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,249th of 3,218 asset managers and 4,735th of 17,210 SEC-registered advisers by assets.
Main office 808-694-8372As filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among asset managers
- #1,249 of 3,218
- Rank among all SEC RIAs
- #4,735 of 17,210
- Rank in Hawaii
- #2 of 20
- Clients
- 6
- Accounts
- 24
- Discretionary
- 100% of AUM
- Employees
- 34
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Catherine M. FujisakiVice President and Chief Compliance Officer
- Roger J. KhlopinChief Investment Officer & Manager, EVP
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Cetera Investment Services as the broker-dealer its advisers are registered with.
AMG’s policies prohibit trading securities through Bank of Hawaii employees that are registered representatives of Cetera Investment Services, LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 3 | $658M | 52% |
| Other | 2 | $431M | 34% |
| State or municipal government entities | 1 | $166M | 13% |
Disciplinary disclosures
Asset Management Group of Bank of Hawaii answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Asset Management Group of Bank of Hawaii
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 972 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Asset Management Group of Bank of Hawaii manage?
Asset Management Group of Bank of Hawaii reports $1.3 billion in regulatory assets under management across 24 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 2, 2026.
What kind of firm is Asset Management Group of Bank of Hawaii?
Asset Management Group of Bank of Hawaii is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Asset Management Group of Bank of Hawaii’s clients?
By assets, its largest client types are investment companies ($658 million, 3 clients); other ($431 million, 2 clients); state or municipal government entities ($166 million, 1 clients).
Does Asset Management Group of Bank of Hawaii have any disciplinary history?
Asset Management Group of Bank of Hawaii answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Asset Management Group of Bank of Hawaii’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →