{"url":"https://nivawealth.com/firms/bishop-and-company-investment-management-146448","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146448","regulatoryAum":440817024,"crd":"146448","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2136453","suffix":null,"lastName":"BISHOP","firstName":"MICHAEL","middleName":"WILLIAM"},{"crd":"7960842","suffix":null,"lastName":"Bishop","firstName":"Michael","middleName":"Harrison"}],"total":2,"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":"2021-03-04","regulatoryAum":278789770,"clients":181,"employees":2,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":330586159,"clients":194,"employees":2,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":272078739,"clients":193,"employees":2,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":318480852,"clients":184,"employees":2,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":387048545,"clients":204,"employees":3,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":440817024,"clients":209,"employees":3,"offices":1}],"secFileNumber":"801-68856","legalName":"Bishop 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Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020905","versionId":1020905,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-18","documentName":"3.2026 BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:18:40.061979+00:00","documents":[{"name":"3.2026 BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020905","versionId":1020905,"submittedOn":"2026-03-18"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":432650312}],"custodyNote":"Bishop & Company Investment Management has custody of $71.4M for 61 clients.","otherCustodians":[],"leadership":[{"name":"Michael Bishop","title":"Managing Member / President / Chief Compliance Officer","crd":"2136453"}],"ownership":[{"label":"Michael Bishop","detail":"Managing member / president / chief compliance officer in the 75% or more ownership band and a control person, since February 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1250 Tower Lane, Suite 101","city":"Erie","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"814-314-0344","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":97},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146448/PDF/146448.pdf","brochureDate":"18 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020905","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bishop & Company Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bishop & Company Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bishop & Company Investment Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bishop & Company Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bishop & Company Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bishop & Company Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Bishop & Company Investment Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Bishop & Company Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bishop & Company Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bishop & Company Investment Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bishop-and-company-investment-management-146448/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-22","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1603276/000160327626000003/0001603276-26-000003-index.html","totalValue":324798280,"positionCount":26,"top10Share":0.9184892204478423,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":61378575,"shares":281643,"shareType":"SH","priorValue":55056401,"priorShares":280613},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":47499146,"shares":491811,"shareType":"SH","priorValue":44225941,"priorShares":488522},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH 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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."}