CKW Financial Group LLC

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Assets, Funds, Holdings

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CKW Financial Group LLC
CRD #152116
SEC #801-70788
CIK #0001600403
AUM $2.2 B (2025-03-28)
Employees 7 (29% Investors, 0% Brokers)
Phone808-629-7600
Address1003 Bishop Street
Honolulu, HI 96813
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02007201320192026
Sector Form 13F Holdings Value ($M)
Facebook Inc 0.2
Advanced Micro Devices Inc 0.2
Taiwan Semiconductor Manufacturing Co Ltd 0.2
Tesla Motors Inc 0.2
Starbucks Corp 0.2
Chevron Corp 0.2
Procter & Gamble Co 0.2
Bank of Hawaii Corp 0.1
Exxon Mobil Corp 0.1
Occidental Petroleum Corp /DE/ 0.1
View All
Holdings by Sector ($M)
70056042028014002014201820222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 244 0.1
(b) Individuals (high net worth individuals) 277 0.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 28 1.2
(h) Charitable organizations 25 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 50 0.2
(n) Other 0 0.0
Total 1,478 2.2
By Discretionary
Discretionary 1,434 1.1
Non-Discretionary 44 1.1
Total 1,478 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 1,478 2.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001600403]
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Maple Capital Management Inc
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Tributary Capital Management LLC
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Moody Lynn Lieberson & Walker LLC
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Rockwood Wealth Management LLC
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