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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 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does C.m.bidwell & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does C.m.bidwell & Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns C.m.bidwell & Associates?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does C.m.bidwell & Associates get paid?","answer":"C.m.bidwell & Associates is paid through a percentage of assets under management, hourly charges and performance-based fees. 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