Bishop Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bishop Financial Services LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, charitable organizations, and business entities, developing an Investment Policy Statement for each client and performing ongoing portfolio monitoring. As a solo advisory practice, the firm manages a modest amount of assets for a small client base.
The firm’s investment process combines fundamental and quantitative analysis and generally focuses on equities, exchange‑traded funds (including precious‑metal ETFs) and non‑U.S. securities, with the ability to employ short‑term trading, short sales and margin transactions where appropriate. Accounts are managed under discretionary authority and overseen monthly, with custodial execution required through a single broker‑dealer.
Distinctive features include the firm’s acceptance of performance‑based fees via a designated fund structure and its documentation of a high‑water mark arrangement in its materials — a compensation approach that is uncommon among independent advisers. The brochure also discloses performance reporting and hypothetical results, and the firm’s operational choices (requiring a specific custodian and not aggregating trades across client accounts) may affect execution and liquidity relative to many peers.
Client services
Expertise
Fee options
Annual fee of 2.00% of assets under management plus 20.00% performance fee on capital appreciation for qualified clients.
Main office
2951 Gypsum Circle
Naperville IL 60564
Advisors at this office
1
Most active in
Illinois
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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