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- Custodian
- Fidelity/NFS · First Hawaiian Bank · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Vector valueRidge value
- Established Date
- 10-01-2009
- Office Locations
- 1
Office Locations
About CKW Financial Group, LLC
CKW Financial Group Hawaii is an independent, minority- and women-owned RIA providing discretionary global balanced portfolio management and investment consulting. The team builds low-cost ETF and mutual fund model portfolios with dynamic asset allocation aimed at protecting capital in volatile markets while capturing incremental returns. Serves HNW individuals, advisors/RIAs (outsourced allocation), and pensions/endowments, with third-party verified performance and fiduciary due diligence.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CARL EDWARD CHOY
Associate, Chief Compliance Officer, Managing Member
- CRD
- #1049918
- Ownership
- 50% but less than 75%
LYNNE RENEE KINNEY
Chief Investment Officer, Managing Member, Principal
- CRD
- #2335935
- Ownership
- 25% but less than 50%
Optima harbor
Insight momentum
- CRD
- #86811
- Ownership
- 47.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,320,795,416 | $849,386 |
| Non-Discretionary | $1,205,737,383 | $26,794,164 |
| Total | $2,526,532,799 | $1,579,083 |
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Separately Managed Accounts
Total SMA Asset: $2,526,532,799
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $477,813,164 | 8.0% |
| Public Funds | $812,282,379 | 13.6% |
| Cash | $1,290,095,543 | 21.6% |
| Corporate - Investment Grade | $1,624,564,758 | 27.2% |
| Other | $501,703,822 | 8.4% |
| U.S. Government/Agency | $1,266,204,887 | 21.2% |
| Total | $5,972,664,553 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE RADIAL LEGACY | NORTH CAPITAL | YALKJCPWE | QVEHD | 3.21% | $2,632,630 |
| MERIDIAN NORTH | FOUNDATION QUANTUM | EZV8P9WZB | GQKE | 6.68% | $36,535,923 |
| PIONEER VECTOR | ALPHA CATALYST | HQCJZX9P3 | UCG | 7.39% | $111,988,688 |
| MATRIX CATALYST | OAK FOCUS | HK9SRP0TW | IPB | 2.27% | $45,503,807 |
| WAVE BRIDGE FOCUS | ALPHA FOUNDATION | HJBJBNVJP | BTC | 5.35% | $20,541,089 |
| VECTOR RIDGE | ZENITH RADIAL | HBNP891N4 | DMK | 0.73% | $28,310,960 |
| EMBER EAGLE | FOCUS QUANTUM | YNQ120HWO | YHSXF | 7.92% | $4,283,950 |
| LEGACY RADIAL | ELEMENT CREST | Y4X2HAVQO | EPJEK | 3.73% | $32,265,840 |