BISHOP CAPITAL ADVISORS LLC

Overview

Bishop Capital Advisors LLC is an independent registered investment advisor organized as a limited liability company that serves high-net-worth individuals and families. The firm focuses on discretionary portfolio management and financial planning for individuals and small businesses, running a compact, high-touch practice rather than a mass-market platform. Its fee mix includes percentage-of-AUM billing, fixed fees, and the ability to charge performance-based fees, which supports both traditional advisory mandates and more bespoke arrangements. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, with a notable allocation to third-party alternative managers to broaden return and risk sources. The firm appears comfortable blending pooled vehicles for core exposure with external managers for specialized strategies. Given the asset base and client counts, Bishop Capital tends to construct concentrated, customized solutions rather than standardized model portfolios.

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Location & Offices