CKW Financial Group, LLC

Overview

CKW Financial Group, LLC is an SEC registered investment adviser based in Honolulu, HI, registered since 2009. It reports $2.5B in assets under management across 1,600 accounts, with 7 employees. It has 1 investment adviser representatives.

Reported AUM

$2.5B

Discretionary

52%

Accounts

1,600

Average account

$1.6M

Employees

7

Advisory reps

1

Registered since

2009

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Carl Edward Choy Managing Member, Chief Compliance Officer CRD 1049918
• Lynne Renee Kinney Managing Member CRD 2335935
• Ronald Ching Wo Member CRD 4484670

Advisory reps 1 of 1

• Carl E Choy Insurance Agent · Investment Adviser Rep CRD 1049918

Location

Headquarters

1003 Bishop St Ste 1950
Honolulu, HI 96813

County

Honolulu

Metro area

Urban Honolulu, HI

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: ckwhawaii.com

Every state, with registration dates

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