CKW Financial Group, LLC

RIASEC RegisteredEst. 2009

Total AUM

$2.5B

Discretionary

$1.3B

52% of AUM

Avg account

$1.6M

Accounts

1,600

Employees

Advisory reps

Firm details

Headquarters: Honolulu, Hawaii
CRD number: 152116
Registered since: November 13, 2009
Website: www.ckwhawaii.com
Custodians: FIRST HAWAIIAN BANK, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans54.64%
HNWI28.72%
Corporations / Businesses10.69%
Charitable Organizations3.38%
Individuals2.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CKW Financial Group, LLC is an independent registered investment adviser formed in 2009 and organized as an LLC. The firm serves both individuals/families and institutional clients and operates as a capital allocator, meaning it sources and places client capital with third‑party managers when appropriate. Its fee arrangements include percentage‑of‑AUM billing and fixed fees. Advisory services listed on filings cover financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.