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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CKW Financial Group have?","answer":"CKW Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CKW Financial Group invest in?","answer":"At the end of its last fiscal year, CKW Financial Group’s separately managed accounts held 74% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Real Estate, Annuities, Donor Advised Funds, Life Insurance Policies.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CKW Financial Group?","answer":"CKW Financial Group’s direct owners are Lynne Kinney (25% to 50%) and Carl Choy (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CKW Financial Group get paid?","answer":"CKW Financial Group is paid through a percentage of assets under management and fixed fees. 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