← Tributary

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

ERIE, PA · CRD 146448 · IAPD ↗ · bishopinvestmentmanagement.com · 814-314-0344

$440.8MRegulatory AUM
2Advisory reps
3Employees
1Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.