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Ckw Financial Group, LLC

Honolulu, HI·SEC-registered · CRD #152116

Ckw Financial Group, LLC is an SEC-registered investment advisory firm in Honolulu, HI managing $2.5B across 1.6k client accounts, with 2 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.5B

Client accounts

1.6k

Advisory staff

2

Fee model

Fee-based

How Ckw Financial Group, LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.

% of assetsCommissionsFee-based

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Common questions about Ckw Financial Group, LLC

How much does Ckw Financial Group, LLC manage?

Per its most recent SEC Form ADV filing (03/30/2026), Ckw Financial Group, LLC reports $2.5B in regulatory assets under management across roughly 1.6k client accounts.

How does Ckw Financial Group, LLC charge?

Ckw Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Ckw Financial Group, LLC a fiduciary?

Yes. Ckw Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #152116), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Ckw Financial Group, LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ckw Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Honolulu, HI

Profile compiled from Ckw Financial Group, LLC's public SEC Form ADV filing (CRD #152116, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ckw Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ckw Financial Group, LLC? Claim this profile.