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Bishop & Company Investment Management, LLC

● SEC registered since 2008CRD 146448SEC# 801-68856Erie, PA
Export (members)
Reg. AUM
$440.8M
Employees
3
Accounts
506
Location
Erie, PA

Bishop & Company Investment Management, LLC assets under management

Bishop & Company Investment Management, LLC is an SEC-registered investment adviser based in Erie, PA. The firm has been registered since 2008. It reports $440.8 million in regulatory assets under management and employs 3 people.

Bishop & Company Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael William Bishop ControlManaging Member / President / Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Bishop & Company Investment Management, LLC manage?

Bishop & Company Investment Management, LLC reports $440.8 million in regulatory assets under management on its Form ADV.

How many employees does Bishop & Company Investment Management, LLC have?

Bishop & Company Investment Management, LLC reports 3 employees.

Where is Bishop & Company Investment Management, LLC located?

Bishop & Company Investment Management, LLC is based in Erie, PA and has been SEC-registered since 2008.

Does Bishop & Company Investment Management, LLC disclose fund performance?

Bishop & Company Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1250 Tower Lane, Suite 101, Erie, PA 16505
Phone814-314-0344
Fax814-314-0340
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1603276
Discloses disciplinary historyNo

Regulatory AUM

$440.8M▲ 14%
Mar '25 — $387MApr '25 — $387MMay '25 — $387MJun '25 — $387MJul '25 — $387MAug '25 — $387MSep '25 — $387MOct '25 — $387MNov '25 — $387MDec '25 — $387MJan '26 — $387MFeb '26 — $387MMar '26 — $440.8MApr '26 — $440.8MMay '26 — $440.8MJun '26 — $440.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$440.8Mregulatory AUM
Discretionary $440.8M