Bishop & Company Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Erie, PA. Its latest Form ADV filing, dated March 18, 2026, reports $441M in regulatory assets under management, 3 employees, and 506 accounts.
Assets Under Management
$441M
Employees
3
Offices
--
Total Clients
209
Primary office
ERIE, PA
1250 TOWER LANE, SUITE 101, ERIE, PA, United States
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
105
2
Individuals
47.4%
99
3
Charitable
2.4%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$441Mas of March 18, 2026
Discretionary100.0%
$441M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$441M
Total Accounts506
10Y AUM Change+$276M (+167.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee70:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.