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Bishop Capital Advisors LLC

Boca Raton, FLState-registered investment adviserCRD 323102

Filed as BISHOP CAPITAL ADVISORS LLC

Bishop Capital Advisors LLC is a state-registered investment advisory firm in Boca Raton, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

3 years
registered since 2023
$38,103,659
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Bishop Capital Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Bishop Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Bishop Capital Advisors LLC located?

Bishop Capital Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV.

Is Bishop Capital Advisors LLC registered with the SEC or a state?

Bishop Capital Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323102.

How much does Bishop Capital Advisors LLC manage?

Bishop Capital Advisors LLC reports $38,103,659 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

What types of clients does Bishop Capital Advisors LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (11).

Does Bishop Capital Advisors LLC 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/323102

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$38,103,659

$38,103,659 as of October 2026, filing dated August 4, 2026.

Discretionary: $38,103,659.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 11 Assets $38,103,659 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2023 (3 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bishopadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Bishop Capital Advisors LLC (CRD 323102): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102