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- Custodian
- Charles Schwab & Company · First Hawaiian Bank · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-1980
- Office Locations
- 2
Office Locations
About C.m.bidwell & Associates LTD
C.M. Bidwell & Associates provides institutional portfolio management and personal wealth management for retail and institutional clients. The team emphasizes cost-conscious implementation and active, asset-allocation driven portfolios using ETFs, mutual funds, and fixed income exposures. A notable differentiator is its practice of comparing client returns to relevant market benchmarks to support objective performance evaluation.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 11, 2026, reported AUM increased 25.3%, from $213.3M to $267.1M.
Across 5 reported observations, AUM increased 20.8% between March 14, 2022 and March 11, 2026, from $221.1M to $267.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 165 clients, or 41.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 46 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full C.m.bidwell & Associates LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY BIDWELL
DIRECTOR, Program Analyst
- CRD
- --
- Ownership
- 25% but less than 50%
HILARY ALEXANDRA-ELIZABETH BIDWELL
DIRECTOR, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,147,265 | $1,619,074 |
| Non-Discretionary | $0 | -- |
| Total | $267,147,265 | $1,619,074 |
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Separately Managed Accounts
SMA allocation detail is available
C.m.bidwell & Associates LTD has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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C.m.bidwell & Associates LTD's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.