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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Bishop Capital Advisors LLC
Bishop Capital Advisors is an independent, boutique fiduciary RIA in Boca Raton, FL providing investment management, wealth planning, and Personal CFO services for individuals and families. The firm emphasizes tax-aware, tactical portfolio management using a blend of passive and active strategies, and coordinates with clients’ CPAs and attorneys to align investing, taxes, and estate decisions. Custody available via Charles Schwab.
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Owner & Executives
PERRY BISHOP BEAN
Chief Compliance Officer, Wealth Advisor
- CRD
- #5311490
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,266,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,266,785 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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