A complete list of active advisors currently associated with Bishop Capital Advisors LLC

Warmer can help you find a great advisor at Bishop Capital Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bishop Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.