Investment adviser · CRD 152116

CKW FINANCIAL GROUP, LLC

Investment adviser filing (IA)

HONOLULU, HI, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$2.53B
Form ADV · Item 5.F
Client accounts
1,600
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans28$1,380,581,76654.6%
High-net-worth individuals295$725,606,83428.7%
Corporations & businesses53$270,058,10910.7%
Charities26$85,456,7083.4%
Individuals249$64,829,3822.6%
Filing source

Form ADV 2084460 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1003 BISHOP STREET, SUITE 1950
HONOLULU, HI, 96813, United States

CRD 152116

Filing source

Form ADV 2084460 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.