Ckw Financial Group, Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $1.3B
- Clients
- 651
- Avg AUM / client
- $3.9M
- Accounts
- 1,600
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 249 | $64.8M | 2.57% |
| High net worth individuals | 295 | $726M | 28.7% |
| Pension and profit sharing plans | 28 | $1.4B | 54.6% |
| Charitable organizations | 26 | $85.5M | 3.38% |
| Corporations and other businesses | 53 | $270M | 10.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hawaii Glaziers Pension Trust Fund Board Of Trustees Of Hawaii Glaziers Pension Trust Fund | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Edward Choy | Managing Member, Cco | Oct 2009 (17y) | 50% – 75% | |
| Kinney, Lynne, Renee | Managing Member, Cio | Oct 2009 (17y) | 25% – 50% | |
| Wo, Ronald, Ching | Member | Oct 2009 (17y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hawaii Glaziers Pension Trust Fund | Board Of Trustees Of Hawaii Glaziers Pension Trust Fund | 211 | $54.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- First Hawaiian Bank $1.2B (46% of AUM) Mar 2026
- National Financial Services (Fidelity) $1.0B (41% of AUM) Mar 2026
- Central Pacific Bank $805M (52% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗