CKW FINANCIAL GROUP, LLC
CRD #152116 SEC #801-70788 HONOLULU, HI 808-629-7600
SEC Registered
Total AUM
$2.2B
Discretionary
$1.1B
Employees
7
Clients
25
Accounts
1,478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $1.1B | $1.1B | 7 | 0 |
| Mar 2024 | $2B | $1B | $937.7M | 7 | 0 |
| Mar 2023 | $1.7B | $860M | $801.3M | 9 | 0 |
| Mar 2022 | $2B | $1B | $960.8M | 8 | 0 |
| Mar 2021 | $1.5B | $731.2M | $805.3M | 8 | 0 |
| Jun 2020 | $1.4B | $679.2M | $725.9M | 8 | 0 |
| Apr 2020 | $1.4B | $679.2M | $725.9M | 8 | 0 |
| Apr 2020 | $1.4B | $679.2M | $725.9M | 8 | 0 |
| Mar 2019 | $1.2B | $601.3M | $616.6M | 7 | 0 |
| Mar 2018 | $1.2B | $597.6M | $610.3M | 8 | 0 |
| Mar 2017 | $1.1B | $419M | $655M | 9 | 300 |
| Feb 2016 | $954M | $346M | $608M | 8 | 300 |
| Dec 2015 | $991M | $365M | $626M | 8 | 300 |
| Mar 2015 | $991M | $365M | $626M | 8 | 300 |
| Mar 2014 | $900M | $317M | $583M | 9 | 200 |
| Apr 2013 | $810M | $220M | $590M | 8 | 200 |
| Mar 2012 | $700M | $220M | $480M | 6 | 200 |
| Aug 2011 | $682.8M | $218.6M | $464.2M | 10 | -- |
| Mar 2011 | $682.8M | $218.6M | $464.2M | 10 | -- |
| Mar 2010 | $620M | $190M | $430M | 10 | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees7
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1B
Non-Disc.$937.7M
Employees7
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$860M
Non-Disc.$801.3M
Employees9
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1B
Non-Disc.$960.8M
Employees8
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$731.2M
Non-Disc.$805.3M
Employees8
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$679.2M
Non-Disc.$725.9M
Employees8
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$679.2M
Non-Disc.$725.9M
Employees8
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$679.2M
Non-Disc.$725.9M
Employees8
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$601.3M
Non-Disc.$616.6M
Employees7
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$597.6M
Non-Disc.$610.3M
Employees8
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$419M
Non-Disc.$655M
Employees9
Clients300
DateFeb 2016
Total AUM$954M
Discretionary$346M
Non-Disc.$608M
Employees8
Clients300
DateDec 2015
Total AUM$991M
Discretionary$365M
Non-Disc.$626M
Employees8
Clients300
DateMar 2015
Total AUM$991M
Discretionary$365M
Non-Disc.$626M
Employees8
Clients300
DateMar 2014
Total AUM$900M
Discretionary$317M
Non-Disc.$583M
Employees9
Clients200
DateApr 2013
Total AUM$810M
Discretionary$220M
Non-Disc.$590M
Employees8
Clients200
DateMar 2012
Total AUM$700M
Discretionary$220M
Non-Disc.$480M
Employees6
Clients200
DateAug 2011
Total AUM$682.8M
Discretionary$218.6M
Non-Disc.$464.2M
Employees10
Clients--
DateMar 2011
Total AUM$682.8M
Discretionary$218.6M
Non-Disc.$464.2M
Employees10
Clients--
DateMar 2010
Total AUM$620M
Discretionary$190M
Non-Disc.$430M
Employees10
Clients--