BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
CRD #146448 SEC #801-68856 ERIE, PA 814-314-0344
SEC Registered
Total AUM
$387M
Discretionary
$387M
Employees
3
Clients
101
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $387M | $387M | $0 | 3 | 1 |
| Dec 2024 | $318.5M | $318.5M | $0 | 2 | 3 |
| Mar 2024 | $318.5M | $318.5M | $0 | 2 | 3 |
| Nov 2023 | $272.1M | $272.1M | $0 | 2 | 3 |
| Mar 2023 | $272.1M | $272.1M | $0 | 2 | 3 |
| Mar 2022 | $330.6M | $330.6M | $0 | 2 | 3 |
| Mar 2021 | $278.8M | $278.8M | $0 | 2 | 3 |
| Jun 2020 | $245.1M | $245.1M | $0 | 2 | 3 |
| Apr 2020 | $245.1M | $245.1M | $0 | 2 | 3 |
| Mar 2020 | $245.1M | $245.1M | $0 | 2 | 3 |
| Dec 2019 | $190.7M | $190.7M | $0 | 2 | 3 |
| Mar 2019 | $190.7M | $190.7M | $0 | 2 | 3 |
| Aug 2018 | $189.8M | $189.8M | $0 | 2 | 3 |
| Mar 2018 | $189.8M | $189.8M | $0 | 2 | 3 |
| Dec 2017 | $164.9M | $164.9M | $0 | 2 | 209 |
| Mar 2017 | $164.9M | $164.9M | $0 | 2 | 200 |
| Mar 2016 | $148.5M | $148.5M | $0 | 2 | 200 |
| Mar 2015 | $149M | $149M | $0 | 2 | 200 |
| Jul 2014 | $138.9M | $138.9M | $0 | 3 | 200 |
| Jul 2014 | $138.9M | $138.9M | $0 | 3 | 200 |
| Mar 2014 | $138.9M | $138.9M | $0 | 3 | 200 |
| Mar 2013 | $108.8M | $108.8M | $0 | 3 | 200 |
| Mar 2012 | $103.7M | $100.5M | $3.2M | 1 | 200 |
| Dec 2011 | $97.8M | $94.7M | $3.1M | 1 | 101 |
| Jan 2010 | $89.4M | $86.9M | $2.5M | 5 | -- |
| Apr 2009 | $70.9M | $70.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees3
Clients1
DateDec 2024
Total AUM$318.5M
Discretionary$318.5M
Non-Disc.$0
Employees2
Clients3
DateMar 2024
Total AUM$318.5M
Discretionary$318.5M
Non-Disc.$0
Employees2
Clients3
DateNov 2023
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees2
Clients3
DateMar 2023
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees2
Clients3
DateMar 2022
Total AUM$330.6M
Discretionary$330.6M
Non-Disc.$0
Employees2
Clients3
DateMar 2021
Total AUM$278.8M
Discretionary$278.8M
Non-Disc.$0
Employees2
Clients3
DateJun 2020
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees2
Clients3
DateApr 2020
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees2
Clients3
DateMar 2020
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees2
Clients3
DateDec 2019
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees2
Clients3
DateMar 2019
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees2
Clients3
DateAug 2018
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees2
Clients3
DateMar 2018
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees2
Clients3
DateDec 2017
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees2
Clients209
DateMar 2017
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees2
Clients200
DateJul 2014
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees3
Clients200
DateJul 2014
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$103.7M
Discretionary$100.5M
Non-Disc.$3.2M
Employees1
Clients200
DateDec 2011
Total AUM$97.8M
Discretionary$94.7M
Non-Disc.$3.1M
Employees1
Clients101
DateJan 2010
Total AUM$89.4M
Discretionary$86.9M
Non-Disc.$2.5M
Employees5
Clients--
DateApr 2009
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees5
Clients--