{
  "crd_number": 105257,
  "slug": "bishop-and-associates-inc-philadelphia-pa-105257",
  "primary_business_name": "BISHOP & ASSOCIATES INC",
  "legal_name": "BISHOP & ASSOCIATES INC",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-08-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 32001646.0,
  "raum_discretionary": 29470097.0,
  "raum_non_discretionary": 2531549.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6791357.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 9020457.0,
      "count": 35
    },
    "pension_profit_sharing": {
      "raum": 486417.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 15703415.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://bishop-associates.com",
    "https://facebook.com/BISHOPANDASSOCIATES",
    "https://linkedin.com/company/bishop-&-associates"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105257",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/bishop-and-associates-inc-philadelphia-pa-105257",
  "display_name": "Bishop & Associates Inc",
  "summary": "Bishop & Associates Inc is a state-registered investment advisory firm in Philadelphia, PA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. Bishop & Associates Inc (CRD 105257): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bishop & Associates Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bishop & Associates Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bishop & Associates Inc located?",
      "a": "Bishop & Associates Inc's principal office is in Philadelphia, PA, according to its Form ADV."
    },
    {
      "q": "Is Bishop & Associates Inc registered with the SEC or a state?",
      "a": "Bishop & Associates Inc is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 105257."
    },
    {
      "q": "How much does Bishop & Associates Inc manage?",
      "a": "Bishop & Associates Inc reports $32,001,646 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (92% discretionary)."
    },
    {
      "q": "How have Bishop & Associates Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bishop & Associates Inc: Regulatory assets under management: $97,150,000 in the October 2021 data and $32,001,646 in the October 2026 data, down 67%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bishop & Associates Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (6)."
    },
    {
      "q": "Does Bishop & Associates Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/105257"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 97150000.0,
      "total_employees": 4,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 106168900.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109901100.0,
      "total_employees": 3,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 103580000.0,
      "total_employees": 3,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 106143000.0,
      "total_employees": 3,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 32001646.0,
      "total_employees": 3,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bishop-and-associates-inc-philadelphia-pa-105257.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 9020457.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 15703415.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 486417.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 6791357.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105257",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}