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C.m.bidwell & Associates LTD

C.m.bidwell & Associates LTD. CRD 107449

C

CRD: 107449

C.m.bidwell & Associates LTD

Honolulu, HI
8085951099
www.cmbidwell.com
$267.1M Total AUM
$267.1M Disc. AUM
14.2% 3Y CAGR
5 Employees
165 ADV. Clients
46 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · First Hawaiian Bank · UBS
Clients
Retail and Institutional
Platforms
--
Established Date
01-03-1980
Office Locations
2

Office Locations

-- Austin TX
-- Honolulu HI

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.

Team overview

39 AVG AGE
$66.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
25.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
46yrs Firm Age

Insights

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Asset Classes

Optima delta Pioneer

Investment Themes

Unison peak Momentum

Investment Vehicles

Delta peak Pathway value

Services

Oak Timber Alpha summit

Owner & Executives

G

GREGORY BIDWELL

DIRECTOR, Program Analyst

CRD
--
Ownership
25% but less than 50%
(745) 766-8353
quantum.focus@wavecapital.com
in linkedin.com/in/summit-capital
H

HILARY ALEXANDRA-ELIZABETH BIDWELL

DIRECTOR, Owner

CRD
--
Ownership
25% but less than 50%
(314) 850-5288
ember.frontier@deltacapital.com
in linkedin.com/in/wave-optima
M

Meridian harbor

Catalyst element oak

CRD
#21107
Ownership
34.8%
(988) 980-7183
signal.element@deltacapital.com
in linkedin.com/in/timber-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-14-2022
03-08-2023
03-26-2024
03-14-2025
03-11-2026
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

Total SMA Asset: $267,147,265

$267.1M Total SMA
Public Funds:
24.9%
Equity - Exchange:
34.6%
Cash:
14.9%
U.S. Government/Agency:
15.4%
Municipal Bonds:
10.2%
Asset class Assets Assets %
Public Funds $1,326,219,880 24.9%
Equity - Exchange $1,842,859,753 34.6%
Cash $793,601,454 14.9%
U.S. Government/Agency $820,232,375 15.4%
Municipal Bonds $543,270,794 10.2%
Total $5,326,184,256 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HORIZON RADIAL HARBOR CAPITAL 5FAGRC3GG UHSD 9.49% $87,784,182
FUSION EAGLE PATHWAY HARBOR 6WAEAUH0Q ICLDF 3.96% $63,926,175
ALPHA INSIGHT CATALYST UNISON CXO3NBXB0 EFRP 8.75% $116,310,006
UNISON TIMBER MATRIX DELTA WAVE R0BZ5L8BN NPWG 6.17% $58,493,887
NORTH GLACIER ALPHA NORTH PATHWAY 3PM1G8PJD QJHKW 9.33% $84,457,252
FRONTIER FUSION WAVE BRIDGE Q7LMCK88N NHB 10.88% $1,020,551
PEAK EMBER PRIME UNISON BT92A9YB1 NHIM 11.45% $9,431,213
OPTIMA TIMBER QUANTUM CAPITAL EAGLE IWEOIO2GI TQEQR 3.93% $1,053,570

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