Firms by custodian
Registered investment advisers that custody at First Hawaiian Bank
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| CKW Financial Group | Honolulu, HI | $2.53B |
| Old Glory Asset Management | Malvern, PA | $656M |
| C.m.bidwell & Associates | $267M | |
| DCM Advisors | New York, NY | $261M |
- Headquarters
- Honolulu, HI
- Regulatory AUM
- $2.53B
- Headquarters
- Malvern, PA
- Regulatory AUM
- $656M
- Headquarters
- Regulatory AUM
- $267M
- Headquarters
- New York, NY
- Regulatory AUM
- $261M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming First Hawaiian Bank here says only what the filing says, and implies nothing about either firm's service.