Bishop & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bishop & Associates is a small, two-advisor registered investment adviser managing roughly $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans and trusts. The firm provides discretionary portfolio management, an in-house large-cap core equity strategy, high-grade fixed-income management, an options overlay, and advice or access to non‑public investments, private debt and private equity for qualified investors.
The firm emphasizes risk management through its Panoramic Portfolio Management approach, combining multiple strategies and asset classes and applying a Growth-at-a-Reasonable-Price equity style with a limited number of meaningful holdings. Bishop also partners with an outside manager to construct customized hedge fund and private equity portfolios; clients approve initial allocations and the firm has discretion to rebalance those customized portfolios thereafter.
Several features distinguish Bishop from many peers: principals maintain affiliated commodity‑trading and introducing‑broker activities and the firm has a history of sponsoring and managing private investment funds. Bishop may charge incentive (performance‑based) fees to qualified investors (though it currently has no such accounts) and routinely uses derivatives (an in‑house options overlay) and may employ borrowing or leverage in managed accounts and through external managers, with oversight from a compliance committee to address related conflicts.
Client services
Expertise
Fee options
$0 - $2,000,000: 1% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.5%
Incentive fees may be charged for qualified individuals and accounts, typically 20% of the excess total return over a performance period; not currently charged to any accounts.
Account minimum: $1,000,000
Main office
1900 Market Street, Fl 8
Philadelphia PA 19103
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gary V
Series 63, Series 65
Philadelphia, PA
Bishop & Associates Inc
Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.
Henry K
Series 63, Series 66, Series 65
Philadelphia, PA
Bishop & Associates Inc
Henry Kwiecinski is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals and various institutional clients. The firm offers discretionary portfolio management with an emphasis on risk management through a multi-strategy approach, combining large-cap core equity, fixed income, options overlays, and access to private investments for qualified investors.
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