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Bishop & Company Investment Management, LLC

Bishop & Company Investment Management, LLC. CRD 146448

Bishop & Company Investment Management, LLC logo

CRD: 146448

Bishop & Company Investment Management, LLC

Erie, PA, 16505
8143140344
www.bishopinvestmentmanagement.com
$440.8M Total AUM
$440.8M Disc. AUM
-- 3Y CAGR
3 Employees
210 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Vanguard
Clients
Retail and Institutional
Platforms
Beacon
Established Date
02-12-2008
Office Locations
1

Office Locations

1250 Tower Lane Suite 101 Erie PA

About Bishop & Company Investment Management, LLC

Bishop & Company Investment Management is an independent, fiduciary RIA in Erie, PA providing investment management, comprehensive financial planning (retirement, tax efficiency, liquidity needs, major transitions), and legacy/wealth-transfer guidance. The firm emphasizes disciplined, long-term portfolio construction, often implemented with mutual funds and ETFs. Custody is supported through Charles Schwab, and it publishes the “The Fiduciary’s Edge” investing podcast.

Team overview

-- AVG AGE
$220.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Alpha timber North Foundation

Client Personas

Timber element

Custodian

Ember

Investment Themes

Crest Element meridian Eagle quantum

Investment Vehicles

Vital

Services

Value Ridge catalyst Signal Foundation

Technology

Pioneer delta

Owner & Executives

MICHAEL WILLIAM BISHOP

MICHAEL WILLIAM BISHOP

Analyst, Chief Compliance Officer, Managing Member, President

CRD
#2136453
Ownership
75% or more
(482) 360-2110
vector.optima@vectorcapital.com
in linkedin.com/in/eagle-fusion

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Contacts

Michael Harrison Bishop

Michael Harrison Bishop

Analyst

CRD
#7960842
(250) 202-7107
summit.ridge@wavecapital.com
in linkedin.com/in/vector-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
11-22-2023
12-09-2024
03-25-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $440,817,024 $871,180
Non-Discretionary $0 --
Total $440,817,024 $871,180

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Separately Managed Accounts

Total SMA Asset: $440,817,024

$440.8M Total SMA
Public Funds:
34.6%
Cash:
32.4%
Equity - Exchange:
33.0%
Asset class Assets Assets %
Public Funds $2,298,144,582 34.6%
Cash $2,152,019,782 32.4%
Equity - Exchange $2,191,871,999 33.0%
Total $6,642,036,363 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN ALPHA EAGLE LEGACY QUANTUM A5F5Y6SIO GLSS 1.81% $10,132,235
ATLAS SIGNAL EAGLE HARBOR FRONTIER F8G1NOVL9 MFA 8.40% $27,663,176
CAPITAL VITAL MOMENTUM NORTH PEAK 87EP4Z9JD YXXU 3.11% $57,574,355
ATLAS BRIDGE PRIME BRIDGE FRONTIER Y2QH4UOJ4 YYI 9.22% $69,629,001
BRIDGE MATRIX MERIDIAN ZENITH SS7V7Y84E EJHQ 11.54% $76,604,628
SIGNAL FOCUS CREST SIGNAL FUSION V7H2HQ0EB DPM 4.63% $96,084,410
NORTH FOCUS CATALYST TIMBER PATHWAY Y1SXJ0LQB EJA 7.59% $22,349,146
MERIDIAN HARBOR WAVE WAVE R8JWL48CA MXR 2.16% $80,568,117

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