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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitMatrix +more
- 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.
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Owner & Executives
Nathan Lawson Bender
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #7294489
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,082,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,082,560 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,082,560
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,034,540,502 | 22.7% |
| Cash | $6,928,192,987 | 77.3% |
| Total | $8,962,733,489 | 100.0% |