This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
About Black Bishop Financial Group, Llc.
Black Bishop Financial Group advises non-union contractors in Washington State, helping them stay competitive on public-works bids by reducing labor costs while offering employee benefits designed to support retirement outcomes. The firm provides retirement plan guidance and broader financial planning, including risk management and insurance planning, and primarily implements portfolios via ETFs with limited use of cash and investment-grade bonds. Custody includes Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Black Bishop Financial Group, Llc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Black Bishop Financial Group, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Nathan Lawson Bender
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #7294489
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,082,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,082,560 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Black Bishop Financial Group, Llc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.