C.m.bidwell & Associates provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
C.m.bidwell & Associates reports 165 clients. They include 138 individual clients, 13 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($267M across 165 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 46% |
| High-net-worth individuals | 8% | 23% |
| Pension and profit-sharing plans | 5% | 27% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 138 | $123M | 46.1% | $893K |
| High-net-worth individuals | 13 | $61.8M | 23.1% | $4.75M |
| Pension and profit-sharing plans | 9 | $73M | 27.3% | $8.11M |
| Charitable organizations | Fewer than 5 | $2.57M | 1.0% | $1.29M |
| Corporations and other businesses | Fewer than 5 | $6.53M | 2.4% | $2.18M |
| Total | 165 | $267M | 100% | — |
- Clients
- 138
- Regulatory AUM
- $123M
- AUM share
- 46.1%
- Avg. per client
- $893K
- Clients
- 13
- Regulatory AUM
- $61.8M
- AUM share
- 23.1%
- Avg. per client
- $4.75M
- Clients
- 9
- Regulatory AUM
- $73M
- AUM share
- 27.3%
- Avg. per client
- $8.11M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.57M
- AUM share
- 1.0%
- Avg. per client
- $1.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.53M
- AUM share
- 2.4%
- Avg. per client
- $2.18M
Total
- Clients
- 165
- Regulatory AUM
- $267M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
C.m.bidwell & Associates is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Investment Advisory
- Hourly investment advisory services are generally charged at $175 per hour, and fees are negotiable.
Gregory Bidwell owns 25% to 50% of C.m.bidwell & Associates. The leadership team of C.m.bidwell & Associates includes President Brett Bidwell and Chief Compliance Officer Niall Kilcommons. It has 5 employees, 4 of them in advisory roles.
Leadership
- Brett BidwellDirector / SR. Vice President
- Max Chun-Van OsdolVice President, Secretary
- Niall KilcommonsPresident/Chief Compliance Officer/Treasurer
- Clinton BidwellChairman of the Board
- Gregory BidwellDirector
- Hilary BidwellDirector
- Clinton BidwellDirector
- Berkeley BidwellDirector
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Brett Cash Bidwell
- Clinton Millinger Bidwell III
- Max Chun-Van Osdol
- Niall Mason Kilcommons
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of C.m.bidwell & Associates LTD
Gregory Bidwell
Control person · since September 1982
- Owns 25% to 50% of C.m.bidwell & Associates LTD
Hilary Bidwell
Control person · since June 1984
- Owns 10% to 25% of C.m.bidwell & Associates LTD
Brett Bidwell
Control person · since March 2012
C.m.bidwell & Associates’ regulatory assets grew from $186M (March 2021) to $267M (March 2026); clients rose from 121 to 165 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $267M | 165 | 5 | 2 |
| March 2025 | $213M | 144 | 5 | 2 |
| March 2024 | $186M | 136 | 5 | 2 |
| March 2023 | $179M | 140 | 5 | 2 |
| March 2022 | $221M | 136 | 5 | 2 |
| March 2021 | $186M | 121 | 5 | 2 |
Besides its headquarters, C.m.bidwell & Associates has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- C.m.bidwell & Associates LTD
- Headquarters
- Not reported
- Website
- cmbidwell.com
- Phone
- 808-595-1099
- SEC file
- 801-14976
- Structure
- Hawaii corporation
- Fiscal year end
- December
C.m.bidwell & Associates uses Charles Schwab ($188M, 75%) and First Hawaiian Bank ($63.7M, 25%) as custodians for its separately managed accounts. C.m.bidwell & Associates does not have custody of client assets.
- First Hawaiian BankFirst Hawaiian Bank · Honolulu, HI · $63.7M25%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $188M75%
At year end, C.m.bidwell & Associates’ separately managed accounts were mostly in funds (76%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $245M across 494 positions; the largest are Vanguard S&P 500 ETF (12.5%), Vanguard ST Bond ETF (5.5%) and iShares Russell 2000 ETF (4.0%).
What the accounts hold
- Stocks15%
- Funds76%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $245M
- Reported 13F value
- 494
- Positions
- 44.5%
- In the 10 largest
- +14.2%
- Value vs. prior quarter
- Vanguard S&P 500 ETF12.5%
- Vanguard ST Bond ETF5.5%
- iShares Russell 2000 ETF4.0%
- Vanguard ST Tips ETF4.0%
- Vanguard Ttl Mkt ETF4.0%
- Schwab ST Treas ETF3.6%
- iShares Int Gov/cr Bd ETF3.2%
- iShares S&P 500 ETF3.2%
- Vanguard Dev Mkts ETF2.3%
- iShares MSCI Acwi Ex US ETF2.2%
Together, the ten largest are 44.5% of reported value.
How many clients does C.m.bidwell & Associates have?
C.m.bidwell & Associates has 165 clients and manages $267 million for them, as of March 2026. They include 138 individual clients, 13 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does C.m.bidwell & Associates offer?
C.m.bidwell & Associates provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does C.m.bidwell & Associates use?
C.m.bidwell & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $188M and First Hawaiian Bank (Honolulu, HI), with $63.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does C.m.bidwell & Associates have?
C.m.bidwell & Associates has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does C.m.bidwell & Associates invest in?
At the end of its last fiscal year, C.m.bidwell & Associates’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 4% U.S. government and agency bonds, 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns C.m.bidwell & Associates?
C.m.bidwell & Associates’ direct owners are Gregory Bidwell, Hilary Bidwell and Brett Bidwell, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does C.m.bidwell & Associates get paid?
C.m.bidwell & Associates is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact C.m.bidwell & Associates?
Its phone number is 808-595-1099. Its website is cmbidwell.com.