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- Custodian
- Fidelity/NFS · First Hawaiian Bank · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 14.4%, from $2.2B to $2.5B.
Across 5 reported observations, AUM increased 28.6% between March 31, 2022 and March 30, 2026, from $2.0B to $2.5B.
Of the latest reported AUM, 52.3% is discretionary and 47.7% is non-discretionary.
The firm reports 2 advisory representatives and 651 clients, or 325.5 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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- Platform
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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%
Showing 2 of 3 owners & executives
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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
SMA allocation detail is available
CKW Financial Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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CKW Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.