Wealth Manager
    SEC Registered
    Manages Private Funds

    Ckw Financial Group, LLC

    Registered investment advisor · Honolulu, Hawaii · CRD #152116

    Assets Under Management
    $2.5B
    Client Accounts
    1,600
    Employees
    7
    CRD Number
    152116
    Registration
    SEC Registered
    Custodian
    First Hawaiian Bank, National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ckw Financial Group, LLC

    CKW Financial Group, LLC is an independent investment advisory firm based in Honolulu, Hawaii, offering customized portfolio management and investment consulting services to high-net-worth individuals and institutional clients since 2009. It maintains an independent, fiduciary-driven approach to ensure objective, long-term client benefits.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ckw Financial Group, LLC

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    Frequently Asked Questions

    What is Ckw Financial Group, LLC's AUM?

    Ckw Financial Group, LLC reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ckw Financial Group, LLC headquartered?

    Ckw Financial Group, LLC is headquartered in Honolulu, Hawaii.

    What is Ckw Financial Group, LLC's CRD number?

    Ckw Financial Group, LLC's CRD number is 152116. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ckw Financial Group, LLC manage?

    Ckw Financial Group, LLC manages approximately 1,600 client accounts according to its latest SEC filing.

    Is Ckw Financial Group, LLC SEC registered?

    Yes, Ckw Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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