Ckw Financial Group, LLC
● SEC registered since 2009CRD 152116SEC# 801-70788Honolulu, HI
Reg. AUM
$2.53B
Employees
7
Accounts
1,600
Location
Honolulu, HI
About Ckw Financial Group
CKW Financial Group is an independent wealth advisory and investment consulting firm offering discretionary balanced portfolio management. It emphasizes globally diversified portfolios and dynamic asset allocation intended to protect capital in volatile markets while pursuing incremental returns.
Summary based on the firm’s website.
Ckw Financial Group, LLC assets under management
Ckw Financial Group, LLC is an SEC-registered investment adviser based in Honolulu, HI. The firm has been registered since 2009. It reports $2.5 billion in regulatory assets under management and employs 7 people.
Ckw Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Edward Choy Control | Managing Member, Cco | 50-75% | 2009 |
| Lynne Renee Kinney Control | Managing Member, Cio | 25-50% | 2009 |
| Ronald Ching Wo Control | Member | Under 5% | 2009 |
Frequently asked questions
How much does Ckw Financial Group, LLC manage?
Ckw Financial Group, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Ckw Financial Group, LLC have?
Ckw Financial Group, LLC reports 7 employees.
Where is Ckw Financial Group, LLC located?
Ckw Financial Group, LLC is based in Honolulu, HI and has been SEC-registered since 2009.
Does Ckw Financial Group, LLC disclose fund performance?
Ckw Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1003 Bishop Street, Suite 1950, Honolulu, HI 96813 |
| Phone | 808-629-7600 |
| Fax | 808-675-5400 |
| Office hours | 8:00 a.m. - 3:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1600403 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.53B▲ 14%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$2.53Bregulatory AUM
Discretionary $1.32BNon-discretionary $1.21B