Black Bishop Financial Group, LLC

Overview

Black Bishop Financial Group, LLC is a small, fee-based advisory firm that centers its practice on equity-oriented portfolio management and financial planning. The firm charges clients a percentage of assets under management and lists services that include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the publication of periodicals or newsletters. It identifies as an individual-owner limited liability company and is not classified as a capital allocator. The firm reports it does not pursue ESG investing and is not set up as a multi-state adviser. Investment activity tilts heavily toward public, exchange-traded equities, with a stated preference for equities across managed portfolios. The firm also uses mutual funds as part of its public market allocations and engages third-party managers for select alternative strategies. Business activity is described as “other financial product salesperson,” suggesting a hybrid practice that blends advisory work and third-party product distribution alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices