Bishop Capital Advisors LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 323102
- Website
- bishopadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bishop Capital Advisors LLC is an independent, single-office registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, fixed, and performance-based fees. The adviser does not position itself as a capital allocator, does not report ESG investing as an active focus, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities20%
- US Government Bonds15%
- Other15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Perry Bean
Principal and Wealth AdvisorCRD 5311490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 301 E Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
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