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| CKW Financial Group LLC
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|---|---|
| CRD # | 152116 |
| SEC # | 801-70788 |
| CIK # | 0001600403 |
| AUM | 2,526.5 M (2026-03-30) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 808-629-7600 |
| Address | 1003 Bishop Street Honolulu, HI 96813 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001600403 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 0.2 | ||
| Nike Inc | 0.2 | ||
| Citigroup Inc | 0.2 | ||
| Modine Manufacturing Co | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Facebook Inc | 0.2 | ||
| AT&T Inc | 0.1 | ||
| Aflac Inc | 0.1 | ||
| Ford Motor Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Central Pacific Financial Corp | 0.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.1 | ||
| Bank of Hawaii Corp | 0.1 | ||
| Travelers Companies Inc | 0.1 | ||
| Allstate Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Magna International Inc | 0.1 | ||
| Denali Holding Inc | 0.1 | ||
| BlackRock Debt Strategies Fund Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 0.1 |
| (b) Individuals (high net worth individuals) | 295 | 0.7 |
| (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 | 1.4 |
| (h) Charitable organizations | 26 | 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 | 53 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,600 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,555 | 1.3 |
| Non-Discretionary | 45 | 1.2 |
| Total | 1,600 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,600 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600403] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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