Bishop & Company Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Bishop & Company Investment Management reports 209 clients. They include 105 high-net-worth individuals, 99 individual clients and 5 charitable organizations. Of its assets, 100.0% ($441M across 506 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 50% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 99 | $31.8M | 7.2% | $321K |
| High-net-worth individuals | 105 | $378M | 85.8% | $3.6M |
| Pension and profit-sharing plans | Fewer than 5 | $10.3M | 2.3% | — |
| Charitable organizations | 5 | $20.1M | 4.6% | $4.03M |
| Corporations and other businesses | Fewer than 5 | $366K | 0.1% | — |
| Total | 209 | $441M | 100% | — |
- Clients
- 99
- Regulatory AUM
- $31.8M
- AUM share
- 7.2%
- Avg. per client
- $321K
- Clients
- 105
- Regulatory AUM
- $378M
- AUM share
- 85.8%
- Avg. per client
- $3.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.3M
- AUM share
- 2.3%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $20.1M
- AUM share
- 4.6%
- Avg. per client
- $4.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $366K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 209
- Regulatory AUM
- $441M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bishop & Company Investment Management charges 0.50%–1.00% a year for its Discretionary Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Michael Bishop owns 75% or more of Bishop & Company Investment Management. The leadership team of Bishop & Company Investment Management includes President Michael Bishop. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Bishop & Company Investment Management, LLC
Michael Bishop
Control person · since February 2008
Bishop & Company Investment Management’s regulatory assets grew 1.6× from $279M (March 2021) to $441M (March 2026); clients rose from 181 to 209 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $441M | 209 | 3 | 1 |
| Mar 2025March 2025 | $387M | 204 | 3 | 1 |
| Mar 2024March 2024 | $318M | 184 | 2 | 1 |
| Mar 2023March 2023 | $272M | 193 | 2 | 1 |
| Mar 2022March 2022 | $331M | 194 | 2 | 1 |
| Mar 2021March 2021 | $279M | 181 | 2 | 1 |
Besides its headquarters, Bishop & Company Investment Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1250 Tower Lane, Suite 101, ErieHQ
Contact and registration details
- Legal name
- Bishop & Company Investment Management, LLC
- Headquarters
- 1250 Tower Lane, Suite 101, Erie, PA 16505
- Phone
- 814-314-0344
- SEC file
- 801-68856
- Founded
- 2008
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Bishop & Company Investment Management’s named custodian for separately managed accounts is Charles Schwab ($433M). Bishop & Company Investment Management has custody of $71.4M for 61 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $433M100%
At year end, Bishop & Company Investment Management’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $325M across 26 positions; the largest are Vanguard Index Fds (18.9%), iShares TR (14.6%) and Vanguard Index Fds (14.1%).
What the accounts hold
- Stocks1%
- Funds97%
- Cash2%
How many clients does Bishop & Company Investment Management have?
Bishop & Company Investment Management has 209 clients and manages $441 million for them, as of March 2026. They include 105 high-net-worth individuals, 99 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Bishop & Company Investment Management offer?
Bishop & Company Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bishop & Company Investment Management charge?
Bishop & Company Investment Management charges 0.50%–1.00% a year for its Discretionary Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: 3.2026 BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC, filed 18 March 2026
Which custodians does Bishop & Company Investment Management use?
Bishop & Company Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $433M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Bishop & Company Investment Management have?
Bishop & Company Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bishop & Company Investment Management invest in?
At the end of its last fiscal year, Bishop & Company Investment Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Bishop & Company Investment Management have a minimum investment?
Yes, Bishop & Company Investment Management’s minimum account size for its Discretionary Investment Management is $1M.
Source: 3.2026 BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC, filed 18 March 2026
Who owns Bishop & Company Investment Management?
Bishop & Company Investment Management’s direct owner is Michael Bishop (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Bishop & Company Investment Management get paid?
Bishop & Company Investment Management is paid through a percentage of assets under management, hourly charges 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 Bishop & Company Investment Management?
Bishop & Company Investment Management’s main office is at 1250 Tower Lane, Suite 101, Erie, PA 16505. Its phone number is 814-314-0344. Its website is bishopinvestmentmanagement.com.