CKW FINANCIAL GROUP, LLC
SEC RegisteredHelping good people and institutions to be financially better
About the firm
CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus. CKW Financial Group specializes in discretionary strategic balanced portfolio management and investment consulting services. As an independent investment management firm, CKW has no affiliation with banks, brokerages or mutual fund companies and takes full fiduciary responsibility for the financial advice it provides.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary strategic balanced portfolio management, investment consulting, customized portfolio construction using globally diversified ETF and mutual fund portfolios, dynamic asset allocation, financial planning, and outsourced asset allocation for financial advisors.
Who they serve
Private individuals, financial advisors, and institutional clients including pensions and endowments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 249 | $65M |
| High Net Worth Individuals | 295 | $726M |
| Charitable Organizations | 28 | $1.4B |
| State/Municipal Entities | 26 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CKW FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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