# Bishop & Associates Inc

> 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.

- CRD: 105257
- Filed as: BISHOP & ASSOCIATES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105257
- AdvisorCensus page: https://advisorcensus.com/firm/bishop-and-associates-inc-philadelphia-pa-105257

## Quick answers

**How is Bishop & Associates Inc compensated?**
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.

**Where is Bishop & Associates Inc located?**
Bishop & Associates Inc's principal office is in Philadelphia, PA, according to its Form ADV.

**Is Bishop & Associates Inc registered with the SEC or a state?**
Bishop & Associates Inc is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 105257.

**How much does Bishop & Associates Inc manage?**
Bishop & Associates Inc reports $32,001,646 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (92% discretionary).

**How have Bishop & Associates Inc's assets and staff changed since 2021?**
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.

**What types of clients does Bishop & Associates Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (6).

**Does Bishop & Associates Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $32,001,646
- Discretionary: $29,470,097
- Non-discretionary: $2,531,549

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $9,020,457 |
| High net worth individuals | 6 | $15,703,415 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $486,417 |
| Charitable organizations | Fewer than 5 | $6,791,357 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bishop-associates.com
- Facebook @BISHOPANDASSOCIATES
- LinkedIn @bishop-&-associates

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $97,150,000 | 4 | March 31, 2021 |
| October 2022 | $106,168,900 | 3 | March 31, 2022 |
| October 2023 | $109,901,100 | 3 | March 31, 2023 |
| October 2024 | $103,580,000 | 3 | April 1, 2024 |
| October 2025 | $106,143,000 | 3 | May 13, 2025 |
| October 2026 | $32,001,646 | 3 | August 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bishop & Associates Inc (CRD 105257): Form ADV filing data as of October 2026.