{
  "crd_number": 107449,
  "slug": "c-m-bidwell-and-associates-ltd-107449",
  "primary_business_name": "C.M.BIDWELL & ASSOCIATES LTD",
  "legal_name": "C.M.BIDWELL & ASSOCIATES LTD",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-01-03",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 267147265.0,
  "raum_discretionary": 267147265.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2571225.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 123253682.0,
      "count": 138
    },
    "pension_profit_sharing": {
      "raum": 73007755.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 61781365.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 6533238.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://cmbidwell.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107449",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/c-m-bidwell-and-associates-ltd-107449",
  "display_name": "C.m.bidwell & Associates Ltd",
  "summary": "C.m.bidwell & Associates Ltd is an SEC-registered investment advisory firm, registered since 1980, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. C.m.bidwell & Associates Ltd (CRD 107449): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is C.m.bidwell & Associates Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), C.m.bidwell & Associates Ltd reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "How much does C.m.bidwell & Associates Ltd charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $175 an hour (hourly investment advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is C.m.bidwell & Associates Ltd registered with the SEC or a state?",
      "a": "C.m.bidwell & Associates Ltd is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 107449."
    },
    {
      "q": "How much does C.m.bidwell & Associates Ltd manage?",
      "a": "C.m.bidwell & Associates Ltd reports $267,147,265 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have C.m.bidwell & Associates Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for C.m.bidwell & Associates Ltd: Regulatory assets under management: $185,983,631 in the October 2021 data and $267,147,265 in the October 2026 data, up 44%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does C.m.bidwell & Associates Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does C.m.bidwell & Associates Ltd use?",
      "a": "C.m.bidwell & Associates Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and First Hawaiian Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does C.m.bidwell & Associates Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107449"
    },
    {
      "q": "Does C.m.bidwell & Associates Ltd state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"The minimum account size is $100,000, but may be waived at CMBA’s discretion.\""
    },
    {
      "q": "What changed in C.m.bidwell & Associates Ltd's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $213,275,271 to $267,147,265 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 185983631.0,
      "total_employees": 5,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 221135153.0,
      "total_employees": 5,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 179334217.0,
      "total_employees": 5,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186338312.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 213275271.0,
      "total_employees": 5,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 267147265.0,
      "total_employees": 5,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $213,275,271 to $267,147,265 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $175 an hour (hourly investment advisory services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account size is $100,000, but may be waived at CMBA’s discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $175 an hour (hourly investment advisory services)"
        ],
        "quotes": [
          "Generally, fees for hourly investment advisory services are charged at $175 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 175.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly investment advisory services"
        }
      ]
    },
    "quotes": [
      "The minimum account size is $100,000, but may be waived at CMBA’s discretion.",
      "Generally, fees for hourly investment advisory services are charged at $175 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "First Hawaiian Bank",
      "name_as_filed": "FIRST HAWAIIAN BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/c-m-bidwell-and-associates-ltd-107449.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 138,
      "fewer_than_5": false,
      "raum": 123253682.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 61781365.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 73007755.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2571225.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 6533238.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107449",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}