BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
SEC RegisteredStewards of Wealth. Partners for Generations.
About the firm
Bishop & Company Investment Management, LLC is an independently owned and operated fiduciary investment advisory firm based in Erie, PA. The firm provides disciplined, fiduciary investment guidance and comprehensive wealth management tailored to each family's unique needs, goals, and values. Every strategy is grounded in market insight and a commitment to long-term partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning and strategy (including retirement, tax efficiency, liquidity needs, and major life transitions), legacy and wealth transfer guidance, and personal relationship and fiduciary care.
Who they serve
Families, business owners, and individuals who value legacy, clarity, and care; including disciplined investors, legacy-minded families, and clients who prioritize trusted relationships over short-term trends.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $32M |
| High Net Worth Individuals | 105 | $378M |
| State/Municipal Entities | 5 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Portion between $1,000,001 - $1,500,000 | 0.90% |
| Portion between $1,500,001 - $2,000,000 | 0.85% |
| Portion between $2,000,001 - $2,500,000 | 0.80% |
| Portion between $2,500,001 - $3,000,000 | 0.75% |
| Portion between $3,000,001 - $3,500,000 | 0.70% |
| Portion between $3,500,001 - $4,000,000 | 0.65% |
| Portion between $4,000,001 - $4,500,000 | 0.60% |
| Portion between $4,500,001 - $5,000,000 | 0.55% |
| Portion between $5,000,001 - $10,000,000 | 0.50% |
| Over $10,000,000 | — |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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