Asset manager · Honolulu, HI
CKW Financial Group, LLC
SEC-registered investment adviser · CRD 152116 · SEC 801-70788
At a glance
CKW Financial Group, LLC is an SEC-registered investment adviser based in Honolulu, Hawaii, with $2.5 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 544 individual clients. By Form ADV it is a asset manager, ranked 951st of 3,218 asset managers and 3,151st of 17,210 SEC-registered advisers by assets.
Main office 808-629-7600ckwhawaii.comAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among asset managers
- #951 of 3,218
- Rank among all SEC RIAs
- #3,151 of 17,210
- Rank in Hawaii
- #1 of 20
- Individual clients
- 544
- High-net-worth clients
- 295
- Accounts
- 1,600
- Discretionary
- 52% of AUM
- Employees
- 7
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Carl E. ChoyManaging Member, CCO
- Lynne R. KinneyManaging Member, CIO
- Ronald C. WoMember
Custody and brokerage
2 custodians
- First Hawaiian Bank$1.2B53%
- Fidelity$1.0B47%
Other RIAs using First Hawaiian BankOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 28 | $1.4B | 55% |
| High-net-worth individuals | 295 | $726M | 29% |
| Corporations or other businesses | 53 | $270M | 11% |
| Charitable organizations | 26 | $85M | 3% |
| Individuals | 249 | $65M | 3% |
Disciplinary disclosures
CKW Financial Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ckwhawaii.com ↗
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The full record on CKW Financial Group, LLC
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 866 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CKW Financial Group, LLC manage?
CKW Financial Group, LLC reports $2.5 billion in regulatory assets under management across 1,600 accounts, 52% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is CKW Financial Group, LLC?
CKW Financial Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are CKW Financial Group, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.4 billion, 28 clients); high-net-worth individuals ($726 million, 295 clients); corporations or other businesses ($270 million, 53 clients).
Does CKW Financial Group, LLC have any disciplinary history?
CKW Financial Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CKW Financial Group, LLC’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 (2026-03-30), 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 →