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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

CKW FINANCIAL GROUP, LLC

CRD 152116

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:473b97fb-b344-5bd9-73ca-6f36a7c59e7e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Mar 9, 2012 to Mar 30, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

CKW Financial Group

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.31 fund_share=0.0 institutional_share=0.58 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $790MderivedItem 5.D individuals plus high net worth individuals
Private client share: 31%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,600
Individual clients: 249
High net worth clients: 295
Custody, client assets: $256M
SEC number: 801-70788
CIK: 1600403
CRD: 152116
Filings on the tape: 19
First filed: Mar 9, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, HI
Website: ckwhawaii.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARL EDWARD CHOY	n/a	HONOLULU, HI	8	44	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHOY, CARL, EDWARD	MANAGING MEMBER, CCO	D	yes	10/2009	Mar 30, 2026	Mar 30, 2026
KINNEY, LYNNE, RENEE	MANAGING MEMBER, CIO	C	yes	10/2009	Mar 30, 2026	Mar 30, 2026
WO, RONALD, CHING	Member	Na	yes	10/2009	Mar 30, 2026	Mar 30, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.5B	$1.3B	7	2	1	n/a	n/a
2024	Mar 28, 2025	$2.2B	$1.1B	7	2	1	n/a	n/a
2023	Mar 29, 2024	$2.0B	$1.0B	7	2	0	n/a	n/a
2022	Mar 30, 2023	$1.7B	$860M	9	2	0	n/a	n/a
2021	Mar 31, 2022	$2.0B	$1.0B	8	2	0	n/a	n/a
2020	Mar 31, 2021	$1.5B	$731M	8	2	0	n/a	n/a
2019	Mar 31, 2020	$1.4B	$679M	8	2	0	n/a	n/a
2018	Mar 29, 2019	$1.2B	$601M	7	2	0	n/a	n/a
2017	Mar 30, 2018	$1.2B	$598M	8	2	0	n/a	n/a
2016	Mar 29, 2017	$1.1B	$419M	9	2	n/a	n/a	n/a
2015	Feb 16, 2016	$954M	$346M	8	2	n/a	n/a	n/a
2014	Mar 23, 2015	$991M	$365M	8	2	n/a	n/a	n/a
2013	Mar 27, 2014	$900M	$317M	9	2	n/a	n/a	n/a
2012	Apr 3, 2013	$810M	$220M	8	2	n/a	n/a	n/a
2011	Mar 9, 2012	$700M	$220M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.5B	$2.2B	14.4%	$1.7B	15.0%	7	7	1	1

Relationships

Registered with (1)

← CARL EDWARD CHOYAdvisorregistration: current employment
May 8, 2018 to presentfactForm ADV

Controls (3)

← CHOY, CARL, EDWARDOwnerMANAGING MEMBER, CCO, ownership code D, individual
Mar 9, 2012 to Mar 29, 2024factForm ADV
← KINNEY, LYNNE, RENEEOwnerMANAGING MEMBER, CIO, ownership code C, individual
Mar 9, 2012 to Mar 29, 2024factForm ADV
← WO, RONALD, CHINGOwnerMEMBER, ownership code NA, individual
Mar 9, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Ckw Financial Group, Llc reported RAUM $2.0B, up 28% from $1.5B (2021-03-31 to 2022-03-31)
Form ADVobserved 5 days ago
$428M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:473b97fb-b344-5bd9-73ca-6f36a7c59e7e
First observed: Mar 9, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CKW FINANCIAL GROUP, LLC

CRD 152116

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:473b97fb-b344-5bd9-73ca-6f36a7c59e7e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARL EDWARD CHOY

n/a

HONOLULU, HI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHOY, CARL, EDWARD

MANAGING MEMBER, CCO

yes

10/2009

Mar 30, 2026

KINNEY, LYNNE, RENEE

MANAGING MEMBER, CIO

yes

10/2009

Mar 30, 2026

WO, RONALD, CHING

Member

yes

10/2009

Mar 30, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.5B

$1.3B

n/a

2024

Mar 28, 2025

$2.2B

$1.1B

n/a

2023

Mar 29, 2024

$2.0B

$1.0B

n/a

2022

Mar 30, 2023

$1.7B

$860M

n/a

2021

Mar 31, 2022

$2.0B

$1.0B

n/a

2020

Mar 31, 2021

$1.5B

$731M

n/a

2019

Mar 31, 2020

$1.4B

$679M

n/a

2018

Mar 29, 2019

$1.2B

$601M

n/a

2017

Mar 30, 2018

$1.2B

$598M

n/a

2016

Mar 29, 2017

$1.1B

$419M

n/a

2015

Feb 16, 2016

$954M

$346M

n/a

2014

Mar 23, 2015

$991M

$365M

n/a

2013

Mar 27, 2014

$900M

$317M

n/a

2012

Apr 3, 2013

$810M

$220M

n/a

2011

Mar 9, 2012

$700M

$220M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$2.2B

14.4%

$1.7B

15.0%