About this Advisor
Mark Bishop is a certified financial planner and chartered financial analyst working in Montgomery, Alabama, who has been in the financial industry for 10 years. Bishop is on the advisory team at Captrust. Throughout their career, they have worked at Welch Hornsby & Welch, Inc and Capfinancial Partners, LLC. (Captrust). Bishop maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Alabama. Captrust is a firm that has its headquarters in Montgomery, Alabama. The investment advisory business has offices in 34 locations and a total of 624 people on staff. It manages $389 billion in assets among its 26,410 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 103 charitable organizations. Of its 26,410 client accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules typically depend on which services are provided. Fee types charged by Captrust most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Mark Bishop Work History
Mark has 10 years of experience.
Capfinancial Partners, LLC. (Captrust)
Welch Hornsby & Welch, Inc
Mark Bishop has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Captrust