Ckw Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated March 30, 2026, reports $2.5B in regulatory assets under management, 7 employees, 1 office, and 1,600 accounts.
Assets Under Management
$2.5B
Employees
7
Offices
1 office
Total Clients
651
Primary office
HONOLULU, HI
1003 BISHOP STREET, SUITE 1950, HONOLULU, HI, United States
Top client segmentHNWI represent 45.3% of total clients.
Top client categories% of clientsClients
1
HNWI
45.3%
295
2
Individuals
38.2%
249
3
Corporations
8.1%
53
4
Pension Plans
4.3%
28
5
Charitable
4.0%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 30, 2026
Discretionary52.3%
$1.3B
52% of total RAUM52.3%
Non-discretionary47.7%
$1.2B
48% of total RAUM47.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts1,600
10Y AUM Change+$1.5B (+135.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee93:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.