First Hawaiian Bank
$1.3B reported client assets across 7 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 7 firms that reported First Hawaiian Bank in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ckw Financial Group, Llc | $878M | $2.0B | 44.6% | 03/29/2024 |
| Focus Investment Advisors, Inc | $156M | $780M | 20.0% | 03/18/2024 |
| Old Glory Asset Management Llc | $100M | $460M | 21.7% | 03/23/2024 |
| N | $93.4M | $762M | 12.3% | 03/25/2024 |
| Dcm Advisors, Llc | $37.5M | $350M | 10.7% | 03/29/2024 |
| C.M.Bidwell & Associates Ltd | $35.4M | $186M | 19.0% | 02/29/2024 |
| Three Peaks Capital Management, Llc | $25.9M | $230M | 11.3% | 03/13/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.