{"url":"https://nivawealth.com/firms/bischoff-wealth-management-group-171652","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171652","regulatoryAum":221995674,"crd":"171652","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2564187","suffix":null,"lastName":"BISCHOFF","firstName":"BRIAN","middleName":"ROBERT"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-01","regulatoryAum":215845139,"clients":362,"employees":5,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":208299291,"clients":362,"employees":5,"offices":1},{"filedOn":"2023-02-24","regulatoryAum":183177087,"clients":361,"employees":6,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":195804554,"clients":367,"employees":6,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":195994528,"clients":368,"employees":5,"offices":1},{"filedOn":"2026-02-25","regulatoryAum":221995674,"clients":378,"employees":5,"offices":1}],"secFileNumber":"801-106594","legalName":"Bischoff 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Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012033","versionId":1012033,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-25","documentName":"DISCLOSURE BROCHURE","fee_rate_low":0.2,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:58:24.679212+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012033","versionId":1012033,"submittedOn":"2026-02-25"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012034","versionId":1012034,"submittedOn":null}]},"custodians":[{"name":"Wells Fargo Clearing Services, LLC","shortName":"Wells Fargo Clearing Services","location":"St. Louis, MO","smaAssets":221995674}],"custodyNote":"Bischoff Wealth Management Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brian Bischoff","title":"Managing Member and Chief Compliance Officer","crd":"2564187"},{"name":"Kendal Dunn","title":"Chief Operations Officer","crd":"5648146"}],"ownership":[{"label":"Brian Bischoff","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since September 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"107 North State Road 135, Suite 207","city":"Greenwood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bischoff Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bischoff Wealth Management Group charge?","answer":"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.","source":"DISCLOSURE BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bischoff Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bischoff Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bischoff Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bischoff Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bischoff Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bischoff Wealth Management Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}