SourcingSourcing

C.M.BIDWELL & ASSOCIATES LTD

C41
CRD 107449·SEC 801-14976
AUM
$267.1M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$801K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
C.M.BIDWELL & ASSOCIATES LTD
CRD
107449
SEC file #
801-14976
EIN
—
DBA names
—

Economics

AUM
$267.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$147.2M → $267.1M▲ +81%
Client mix
Individuals Other138
Individuals High Net Worth13
Pension Profit Sharing Plans9
Corporations3
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
cmbidwell.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIDWELL, GREGORY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BIDWELL, GREGORY
BIDWELL, HILARY, ALEXANDRA-
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CMBIDWELL.COM
Rdap Domain Creation Date
2023-02-28T01:41:59Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
106,900
Form 5500 Compensation Trajectory 3y
202681,413
202525,487
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
106,900
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2027-02-28T01:41:59Z
Rdap Domain Last Changed
2026-02-28T09:07:39Z
Rdap Nameservers
Ns1018.ui-dns.comNs1018.ui-dns.orgNs1050.ui-dns.bizNs1125.ui-dns.de
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4347685
Trust Company Affiliate
No

People (10)

10
BIDWELL, GREGORY
Direct Owner · 37.5%
4347685
BIDWELL, HILARY, ALEXANDRA-
Direct Owner · 37.5%
4349032
BIDWELL, BRETT, CASH
IAR · Direct Owner · 17.5%
4349024
KILCOMMONS, NIALL, MASON
IAR · Executive Officer · 2.5%
4349035
CHUN-VAN OSDOL, MAX
IAR · Executive Officer · 2.5%
6137893
BIDWELL, BERKELEY, JOSEPH
Executive Officer · 2.5%
5316787
CLINTON MILLINGER BIDWELL
Executive Officer · 2.5%
1502014
BIDWELL, CLINTON, MILLINGER
Executive Officer · 2.5%
5316094
BERNSTEIN, JONATHAN, EVAN
IAR
4445025
Deirdre Ann DeRosa
IAR
6873139