C.M.Bidwell & Associates Ltd
- Regulatory AUM
- $267M
- Discretionary
- $267M
- Clients
- 165
- Avg AUM / client
- $1.6M
- Accounts
- 165
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 138 | $123M | 46.1% |
| High net worth individuals | 13 | $61.8M | 23.1% |
| Pension and profit sharing plans | 9 | $73.0M | 27.3% |
| Charitable organizations | 2 | $2.6M | 0.96% |
| Corporations and other businesses | 3 | $6.5M | 2.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 665 I.A.T.S.E. Annuity Plan Local 665 I.A.T.S.E. Annuity Plan | Honolulu, HI | 2024 |
| Roofers Union Local 221 Annuity Plan Bot Roofers Union Local 221 Annuity Plan | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clinton Millinger Bidwell | Chairman Of The Board | Jan 1979 (48y) | Less than 5% | |
| Bidwell, Gregory | Director | Sep 1982 (44y) | 25% – 50% | |
| Bidwell, Hilary, Alexandra Elizabeth | Director | Jun 1984 (42y) | 25% – 50% | |
| Niall Mason Kilcommons | President/Chief Compliance Officer/Treasurer | CFA | Aug 2004 (22y) | Less than 5% |
| Bidwell, Berkeley, Joseph | Director | Jul 2006 (20y) | Less than 5% | |
| Brett Cash Bidwell | Director / Sr. Vice President | CFP | Jan 2012 (15y) | 10% – 25% |
| Max Chun Van Osdol | Vice President, Secretary | CFP | Mar 2018 (8y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 665 I.A.T.S.E. Annuity Plan | Local 665 I.A.T.S.E. Annuity Plan | 690 | $24.8M | 06/01/2024 |
| Roofers Union Local 221 Annuity Plan | Bot Roofers Union Local 221 Annuity Plan | 189 | $19.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $188M (70% of AUM) Mar 2026
- First Hawaiian Bank $63.7M (24% of AUM) Mar 2026
- Central Pacific Bank $17.4M (10% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗