Bischoff Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Bischoff Wealth Management Group reports 378 clients. They include 243 individual clients, 114 high-net-worth individuals, and 21 corporations and other businesses. Of its assets, 100.0% ($222M across 713 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $222M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 26% |
| High-net-worth individuals | 30% | 72% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 6% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 243 | $57.1M | 25.7% | $235K |
| High-net-worth individuals | 114 | $159M | 71.5% | $1.39M |
| Charitable organizations | Fewer than 5 | $403K | 0.2% | — |
| Corporations and other businesses | 21 | $5.71M | 2.6% | $272K |
| Total | 378 | $222M | 100% | — |
- Clients
- 243
- Regulatory AUM
- $57.1M
- AUM share
- 25.7%
- Avg. per client
- $235K
- Clients
- 114
- Regulatory AUM
- $159M
- AUM share
- 71.5%
- Avg. per client
- $1.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $403K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 21
- Regulatory AUM
- $5.71M
- AUM share
- 2.6%
- Avg. per client
- $272K
Total
- Clients
- 378
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bischoff Wealth Management Group charges 0.20%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Brian Bischoff owns 75% or more of Bischoff Wealth Management Group. The leadership team of Bischoff Wealth Management Group includes Chief Compliance Officer Brian Bischoff. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Bischoff Wealth Management Group, LLC
Brian Bischoff
Control person · since September 2015
Bischoff Wealth Management Group’s regulatory assets went from $216M (February 2021) to $222M (February 2026); clients were 378 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $222M | 378 | 5 | 1 |
| Mar 2025March 2025 | $196M | 368 | 5 | 1 |
| Mar 2024March 2024 | $196M | 367 | 6 | 1 |
| Feb 2023February 2023 | $183M | 361 | 6 | 1 |
| Mar 2022March 2022 | $208M | 362 | 5 | 1 |
| Feb 2021February 2021 | $216M | 362 | 5 | 1 |
Besides its headquarters, Bischoff Wealth Management Group has 0 offices, with 1 listed address in 1 state.
Indiana · 1 listed address
- 107 North State Road 135, Suite 207, GreenwoodHQ
Contact and registration details
- Legal name
- Bischoff Wealth Management Group, LLC
- Headquarters
- 107 North State Road 135, Suite 207, Greenwood, IN 46142
- Website
- Not reported
- Phone
- 317-851-9718
- SEC file
- 801-106594
- Structure
- Indiana LLC
- Fiscal year end
- December
Bischoff Wealth Management Group’s named custodian for separately managed accounts is Wells Fargo Clearing Services ($222M). Bischoff Wealth Management Group does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $222M100%
At year end, Bischoff Wealth Management Group’s separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks5%
- Funds89%
- Cash6%
How many clients does Bischoff Wealth Management Group have?
Bischoff Wealth Management Group has 378 clients and manages $222 million for them, as of February 2026. They include 243 individual clients, 114 high-net-worth individuals, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Bischoff Wealth Management Group offer?
Bischoff Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bischoff Wealth Management Group charge?
Bischoff Wealth Management Group charges 0.20%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Bischoff Wealth Management Group use?
Bischoff Wealth Management Group’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Bischoff Wealth Management Group have?
Bischoff Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bischoff Wealth Management Group invest in?
At the end of its last fiscal year, Bischoff Wealth Management Group’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 5% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bischoff Wealth Management Group?
Bischoff Wealth Management Group’s direct owner is Brian Bischoff (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Bischoff Wealth Management Group get paid?
Bischoff Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bischoff Wealth Management Group?
Bischoff Wealth Management Group’s main office is at 107 North State Road 135, Suite 207, Greenwood, IN 46142. Its phone number is 317-851-9718.
