# C.m.bidwell & Associates Ltd

> 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.

- CRD: 107449
- Filed as: C.M.BIDWELL & ASSOCIATES LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107449
- AdvisorCensus page: https://advisorcensus.com/firm/c-m-bidwell-and-associates-ltd-107449

## Quick answers

**How is C.m.bidwell & Associates Ltd compensated?**
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.

**How much does C.m.bidwell & Associates Ltd charge?**
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.

**Is C.m.bidwell & Associates Ltd registered with the SEC or a state?**
C.m.bidwell & Associates Ltd is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 107449.

**How much does C.m.bidwell & Associates Ltd manage?**
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).

**How have C.m.bidwell & Associates Ltd's assets and staff changed since 2021?**
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.

**What types of clients does C.m.bidwell & Associates Ltd serve?**
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).

**Which custodians does C.m.bidwell & Associates Ltd use?**
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.

**Does C.m.bidwell & Associates Ltd report any disciplinary disclosures?**
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

**Does C.m.bidwell & Associates Ltd state an account minimum?**
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."

**What changed in C.m.bidwell & Associates Ltd's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $213,275,271 to $267,147,265 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum account size is $100,000, but may be waived at CMBA’s discretion.

- Hourly rate: $175 an hour (hourly investment advisory services)

> Generally, fees for hourly investment advisory services are charged at $175 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- First Hawaiian Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $267,147,265
- Discretionary: $267,147,265
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $123,253,682 |
| High net worth individuals | 13 | $61,781,365 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $73,007,755 |
| Charitable organizations | 2 | $2,571,225 |
| Corporations or other businesses not listed above | 3 | $6,533,238 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1980 (46 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmbidwell.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,983,631 | 5 | March 31, 2021 |
| October 2022 | $221,135,153 | 5 | March 14, 2022 |
| October 2023 | $179,334,217 | 5 | March 8, 2023 |
| October 2024 | $186,338,312 | 5 | March 26, 2024 |
| October 2025 | $213,275,271 | 5 | March 14, 2025 |
| October 2026 | $267,147,265 | 5 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $213,275,271 to $267,147,265 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C.m.bidwell & Associates Ltd (CRD 107449): Form ADV filing data as of October 2026.