Bishop & Company Investment Management, LLC

RIASEC Registered

Total AUM

$441M

Discretionary

$441M

100% of AUM

Avg account

$871K

Accounts

506

Employees

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 146448
Registered since: February 12, 2008
Website: www.bishopinvestmentmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.81%
Individuals7.21%
Charitable Organizations4.57%
Pension & Profit Sharing Plans2.33%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bishop & Company Investment Management, LLC is an independent, owner-operated registered investment adviser. The firm is SEC-registered (initial registration in 2008) and serves both high-net-worth individuals and families as well as institutional clients. Its client engagements combine financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee billing for non-discretionary work. The firm’s publicly reported asset mix and holdings indicate a portfolio approach built around pooled funds and ETFs rather than direct-stock concentration. Bishop & Company is not identified as an active ESG investor in its filings.