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| Keyboard |
| Cmbidwell & Associates Ltd
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|---|---|
| CRD # | 107449 |
| SEC # | 801-14976 |
| CIK # | |
| AUM | 267.1 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 808-595-1099 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 123.3 |
| (b) Individuals (high net worth individuals) | 13 | 61.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 73.0 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 267.1 |
| By Discretionary | ||
| Discretionary | 165 | 267.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 165 | 267.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.1 | |
| Total | 165 | 267.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sage Investment Advisers LLC
✚
|
NY | 268.4 M |
|
JMK & Associates LLC
✚
|
WA | 268.4 M |
|
BPM Wealth Advisors LLC
✚
|
CA | 268.3 M |
|
Matriarch Wealth Management LLC
✚
|
267.3 M | |
|
Retirementadvice JKA
✚
|
CA | 267.3 M |
|
Arsenal Capital Advisors LLC
✚
|
PA | 267.1 M |
|
WIN Advisors Inc
✚
|
FL | 266.8 M |
|
Harbour Wealth Management Group Inc
✚
|
SC | 266.2 M |
|
Wisniewski Wealth Management LLC
✚
|
TX | 266.1 M |
|
Tassel Capital Management Inc
✚
|
NC | 266.0 M |