DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Asset Management Group Of Bank Of Hawaii
Legal name Bank Of Hawaii
Latest filing Mar 2, 2026
First filing on the tape Mar 21, 2012 · 24 filings
SEC status approved since Apr 20, 2001
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
34
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.3B as of Mar 2, 2026
Mar 21, 2012$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 2, 2026
Mar 21, 20120 then
Employees (5.A)34 as of Mar 2, 2026
Mar 27, 201328 then
Private funds: no history
RAUM +13% over the last fiscal year+3.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $52.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$658M80%
- State and municipal entities$166M20%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.52 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mcgowan Catherine Fujisaki · Vice President And Chief Compliance Officercontrolsince 08/2016 · owns less than 5%
- John Roger Khlopin · Chief Investment Officer & Manager, Evpcontrolsince 10/2018 · owns less than 5%
Entity owners
- Bank Of Hawaii Corporation · Parent Corporationdirect · owns 75% or more
Related persons
Schedule D 7.A
- Bank Of Hawaiicustodiany
- Bankoh Advisorsbroker-dealerinvestment advisernRAUM $398M
- Pacific Century Life Insurance Corporationreal estaten
Advisers that list Asset Management Group Of Bank Of Hawaii as a related person
- 29280 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 2, 2026broker-dealer affiliate (Item 7.A.1): yes on the filing of 2025-02-18, no on the filing of 2026-03-02peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- Accounts · 25 to 24Feb 18, 2025 to Mar 2, 2026
- Discretionary RAUM · $1.1B to $1.3BFeb 18, 2025 to Mar 2, 2026
- RAUM · $1.1B to $1.3BFeb 18, 2025 to Mar 2, 2026
- Related adviser · true to falseFeb 18, 2025 to Mar 2, 2026
- Related broker-dealer · true to falseFeb 18, 2025 to Mar 2, 2026
- Financial planning clients · 0 to 0Oct 23, 2024 to Feb 18, 2025
- Discretionary RAUM · $1.2B to $1.1BOct 23, 2024 to Feb 18, 2025
- RAUM · $1.2B to $1.1BOct 23, 2024 to Feb 18, 2025
- Accounts · 27 to 25Mar 6, 2023 to Mar 8, 2024
- Employees · 30 to 34Mar 6, 2023 to Mar 8, 2024
- Discretionary RAUM · $1.1B to $1.2BMar 6, 2023 to Mar 8, 2024
- RAUM · $1.1B to $1.2BMar 6, 2023 to Mar 8, 2024
- Discretionary RAUM · $1.2B to $1.1BSep 20, 2022 to Mar 6, 2023
- RAUM · $1.2B to $1.1BSep 20, 2022 to Mar 6, 2023
- Employees · 29 to 30Mar 28, 2022 to Sep 20, 2022
- Discretionary RAUM · $1.2B to $1.2BMar 28, 2022 to Sep 20, 2022
- RAUM · $1.2B to $1.2BMar 28, 2022 to Sep 20, 2022
- Accounts · 23 to 27Jul 16, 2021 to Mar 28, 2022
- BD registered reps · 1 to 0Jul 16, 2021 to Mar 28, 2022
- Employees · 28 to 29Jul 16, 2021 to Mar 28, 2022
- Discretionary RAUM · $1.4B to $1.2BJul 16, 2021 to Mar 28, 2022
- RAUM · $1.4B to $1.2BJul 16, 2021 to Mar 28, 2022
- Accounts · 21 to 23Mar 6, 2020 to Mar 3, 2021
- Employees · 27 to 28Mar 6, 2020 to Mar 3, 2021
- Discretionary RAUM · $1.5B to $1.4BMar 6, 2020 to Mar 3, 2021
- RAUM · $1.5B to $1.4BMar 6, 2020 to Mar 3, 2021
- Employees · 30 to 27Mar 12, 2019 to Mar 6, 2020
- Discretionary RAUM · $1.5B to $1.5BMar 12, 2019 to Mar 6, 2020
- RAUM · $1.5B to $1.5BMar 12, 2019 to Mar 6, 2020
- Accounts · 20 to 21Oct 11, 2018 to Mar 12, 2019
- Discretionary RAUM · $1.3B to $1.5BOct 11, 2018 to Mar 12, 2019
- RAUM · $1.3B to $1.5BOct 11, 2018 to Mar 12, 2019
- Accounts · 19 to 20Mar 21, 2017 to Mar 14, 2018
- Financial planning clients · unset to 0Mar 21, 2017 to Mar 14, 2018
- Other offices · unset to 0.0Mar 21, 2017 to Mar 14, 2018
- Discretionary RAUM · $1.3B to $1.3BMar 21, 2017 to Mar 14, 2018
- RAUM · $1.3B to $1.3BMar 21, 2017 to Mar 14, 2018
- Assets in custody · unset to 0.0Sep 2, 2016 to Mar 21, 2017
- Custody of client assets · false to trueSep 2, 2016 to Mar 21, 2017
- Employees · 25 to 30Sep 2, 2016 to Mar 21, 2017
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 808-694-8372reportedpublic record, Form ADV, Mar 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026