# C.M. Bidwell & Associates

C.M. Bidwell & Associates is a Bank / Wealth / Trust based in Honolulu, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Honolulu, United States
- **Region:** North America
- **Address:** 20 Old Pali Place, Honolulu, HI 96817, United States
- **Assets under management:** Undisclosed
- **Website:** cmbidwell.com

## Regulatory record

- **CRD number:** 107449
- **SEC file number:** 801-14976
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107449

## About

C.M.Bidwell & Associates is an SEC-registered investment adviser since 1980. The firm manages $267 million in regulatory assets. It has 5 employees and 4 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## Offices

- Austin, TX, United States

## People

- Clinton M. Bidwell III — Founder
- Niall Kilcommons — Portfolio Manager
- Debra Chun — Financial Planner
- Brett Bidwell — Financial Planner
- Max Chun-Van Osdol — Financial Planner

## Questions

### Who runs investment decisions at C.M. Bidwell & Associates?

Founder Clinton M. Bidwell III, who holds a finance PhD from USC and an MBA from UC Berkeley, leads the investment philosophy. The portfolio management is supported by Niall Kilcommons (CFA, CMA) and other credentialed planners. The team's decision-making structure is not detailed publicly, but the firm's materials center on Bidwell's academic grounding as the intellectual foundation.

### How does the firm report and measure performance?

The firm distinguishes itself by benchmarking client returns against comparable market indices, a practice it notes many advisors avoid. This public-facing accountability mechanism is part of its core marketing identity. Specific benchmark indices used are not disclosed on the public website.

### What investment approach does C.M. Bidwell use?

The firm provides institutional portfolio management and personal wealth management, drawing on its founders' backgrounds in academic finance and chartered designations. It emphasizes a cost-conscious strategy, arguing that lower fees are critical to long-term client financial success. The underlying asset allocations appear to focus on public-market securities via separately managed accounts, though the firm does not disclose specific strategy weights.

### What fee structure does C.M. Bidwell operate under?

The firm promotes a fee-conscious philosophy on its website, stating that its fee structure and strategy are critical to clients' success, with no further specificity. The general principle of inversely correlating fees and performance informs its marketed approach, though actual rate schedules are not published online.

### Where is the firm's wealth origin or founding capital sourced from?

The firm's founding capital and wealth origin are not publicly disclosed in its marketing or regulatory materials. Clinton M. Bidwell III launched the practice based on his professional credentials and career, with no indication of inherited wealth or third-party seed capital.

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Last updated: 2026-06-03T20:00:00.000Z

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