CKW Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,526,532,799
This total excludes 107 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
544
54% high-net worth
Total advisors
1
of 7 employees
Firm size
Multi Team
Average clients per advisor
544
Average account size
$4,644,362
About
CKW Financial Group provides advisory services to individuals (including high-net-worth clients), family offices, pension and profit-sharing plans, charitable organizations, and corporate clients. Its services are focused on model portfolio management (Investment Supervisory Services) and investment consulting, including preparation of investment policy statements, manager selection, monitoring, and participant education for retirement plans.
The firm manages a menu of model asset-allocation portfolios on a discretionary basis (examples include Opportunistic Global Balanced, Income With Growth, and Global Equity) and uses asset-allocation, mutual fund/ETF analysis, and third‑party manager review in constructing client portfolios. Accounts are reviewed at least annually, fees are charged as a percentage of assets under management, and reporting is delivered through custodians (primarily Fidelity) and written client reports; CKW does not vote proxies on clients’ behalf.
Noteworthy features in the brochure include a reported $2.53 billion in client assets (roughly $1.32 billion discretionary and $1.21 billion non‑discretionary) and a client base of 544, which corresponds to a high client count per advisor relative to peers and aligns with a model-driven, scalable service model. The firm does not emphasize standalone financial planning in the brochure and notes that its principals are licensed insurance agents while stating the firm does not receive commissions from securities or investment product sales.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Fee options
Annual fixed fees for certain accounts excluded from AUM fees
0.06% to 1.25% annually
Minimum fee: Annual fixed fees may apply for assets and non-model accounts excluded from AUM fees
Main office location
CKW Financial Group, LLC
1003 Bishop Street, Suite 1950
Honolulu HI 96813, United States
Number of offices
2
Most active in
CKW Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Hawaii · Nevada · Oregon · Texas · Utah · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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