Bishop Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bishop Capital Advisors provides discretionary wealth management and financial planning primarily to high‑net‑worth individuals and family office clients. Offerings include investment management, ongoing wealth planning, and Personal CFO services such as coordination of professional advisors, aggregation of finances, and review of non‑managed accounts.
The firm manages portfolios on a discretionary basis using both fundamental and technical analysis, access to sub‑advisers, and a broad set of instruments that can include equities, fixed income, alternatives, structured products, options, and margin where appropriate. For qualified clients it also assesses performance‑based fees billed quarterly in arrears and administers side‑by‑side accounts with policies intended to address the conflicts that performance fees can create.
Compared with many peers of similar scale, Bishop Capital is notable for routinely offering performance‑based compensation arrangements while serving an exclusively high‑net‑worth client base rather than non‑HNW individuals. The firm also provides held‑away asset management via a third‑party platform to pursue tax‑efficient asset location and opportunistic rebalancing, and its advisory personnel are separately licensed to sell insurance products, which can result in additional commission compensation.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $3,000 to $10,000 for one-time services; ongoing financial planning fees range from $250 to $800 per quarter ($1,000 to $3,200 per year).
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.40% $20,000,000+: 0.20%
Insurance commissions earned by persons licensed as independent insurance agents; commissions are separate and in addition to advisory fees.
Performance-based fees charged quarterly in arrears for qualified clients with net worth over $2,200,000 or assets managed over $1,100,000; fees vary by client and are in addition to standard advisory fees.
Account minimum: $1,000,000
Main office
301 Yamato Road, Suite 1140
Boca Raton FL 33431
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
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