Bishop & Associates Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 105257
· SEC file 801-454
· Philadelphia, PA
· WWW.BISHOP-ASSOCIATES.COM
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ADV data as of Aug 10, 2026
- Regulatory AUM
- $32.0M
- Discretionary
- $29.5M
- Clients
- 41
- Avg AUM / client
- $781K
- Accounts
- 53
- Employees
- 3
AUM over time
$32.0M
$144M
Aug 17, 2012
Aug 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $9.0M | 28.2% |
| High net worth individuals | 6 | $15.7M | 49.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $486K | 1.52% |
| Charitable organizations | Fewer than 5 clients | $6.8M | 21.2% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Citigroup Global Markets Inc. $59.8M (48% of AUM) Jun 2019
- Charles Schwab & Co. $24.9M (23% of AUM) May 2025
- Wilmington Trust Company $6.8M (6% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗