C.M.Bidwell & Associates Ltd

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Client assets under management

$185,035,047

Clients

151

9% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,225,398

About

C.M. Bidwell & Associates is a discretionary investment adviser that serves both individual clients (including high‑net‑worth households) and institutional accounts, offering institutional portfolio management, private wealth management and limited hourly advisory services for smaller portfolios. The firm manages taxable and tax‑deferred accounts, corporate and government pension accounts, and charitable or religious group accounts, and will incorporate client‑imposed written investment restrictions when requested.

Its equity strategies are actively managed on a long‑only basis across large‑ and small‑cap universes using a proprietary quantitative model that emphasizes changes in analyst earnings estimates and is updated weekly; fixed‑income allocations focus on higher‑quality, investment‑grade securities and funds are used for diversification. CMBA provides regular reporting — equity holdings are reviewed weekly while fund and fixed‑income strategies are reviewed quarterly — and it discloses the production and presentation of performance materials in its compliance and client reporting processes.

Notable, and less common among peer teams, the brochure describes willingness to negotiate alternative fee arrangements beyond asset‑based billing, including some performance‑based accounts, and outlines side‑by‑side management and trade rotation procedures intended to mitigate conflicts among fee types. The firm also discloses family‑rooted ownership and a succession plan that contemplates transferring ownership interests to employees in certain circumstances, and it documents the use of soft‑dollar research services (including named vendors) to support its investment process.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

$0 - $5,000,000: 1.000% annually (individual stock portfolios) $5,000,001 - $10,000,000: 0.850% annually (individual stock portfolios) $10,000,001+: 0.750% annually (individual stock portfolios) $0 - $5,000,000: 0.500% annually (fixed income and fund accounts) $5,000,001 - $10,000,000: 0.425% annually (fixed income and fund accounts) $10,000,001+: 0.375% annually (fixed income and fund accounts)

Project-based

$175 per hour (negotiable)

Performance-based

Performance-based fees available for some clients; details negotiated individually

Other

Account minimum: $100,000 (may be waived at CMBA’s discretion)

Main office location

C.M.Bidwell & Associates Ltd

Honolulu HI, United States

Number of offices

Most active in

California · Hawaii · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 808-595-1099

Advisors at this firm

Brett B

CFP®, Series 63, Series 65

Honolulu, HI

C.M.Bidwell & Associates Ltd

Brett Bidwell is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 17 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 2012. The firm provides discretionary investment advisory services to individual clients, including high-net-worth households, as well as institutional accounts. C.M. Bidwell & Associates employs actively managed equity strategies based on a proprietary quantitative model and focuses on investment-grade fixed-income securities, serving a range of taxable, tax-deferred, pension, and charitable accounts.

Active portfolio management Tax-loss harvesting

Niall K

CFA®, Series 63, Series 65

Honolulu, HI

C.M.Bidwell & Associates Ltd

Niall Kilcommons is a CFA® charterholder with 22 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 1999. The firm serves both individual and institutional clients, managing taxable and tax-deferred accounts with an emphasis on actively managed, long-only equity strategies and high-quality fixed-income allocations. C.M. Bidwell & Associates is notable for its proprietary quantitative model, regular portfolio reviews, and flexible fee arrangements including performance-based accounts.

Active portfolio management Tax-loss harvesting

Max C

CFP®, Series 65

Honolulu, HI

C.M.Bidwell & Associates Ltd

Max Chun Van Osdol is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with C.M. Bidwell & Associates Ltd in Honolulu, HI since 2012. C.M. Bidwell & Associates is a discretionary investment adviser serving individual clients, including high-net-worth households, as well as institutional accounts. The firm employs a proprietary quantitative model for actively managed equity strategies and focuses on high-quality, investment-grade fixed-income allocations, offering a range of portfolio management and advisory services while accommodating client-imposed investment restrictions.

Active portfolio management Tax-loss harvesting

Clinton B

Series 63, Series 65

Honolulu, HI

C.M.Bidwell & Associates Ltd

Clinton Bidwell III is a financial advisor with C.M. Bidwell & Associates Ltd, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 23 years and has been concurrently associated with C.M. Bidwell & Associates since 1979. C.M. Bidwell & Associates is a discretionary investment adviser serving individual, high-net-worth, and institutional clients. The firm offers actively managed equity strategies based on proprietary quantitative models and focuses fixed-income allocations on investment-grade securities, providing a range of portfolio management and advisory services with considerations for client-imposed investment restrictions.

Active portfolio management Tax-loss harvesting

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