Bison Wealth, LLC

RIASEC Registered

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$304K

Accounts

9,003

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 299805
Registered since: January 30, 2019
Website: www.bisonwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63%
Individuals30%
Corporations / Businesses4%
Pension & Profit Sharing Plans2%
Charitable Organizations1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bison Wealth, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2019. The firm positions itself as a capital allocator for both individual and family clients as well as institutional accounts, offering fee models that include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Its advisory services span financial planning, discretionary portfolio management for individuals and for businesses or institutions, selection of sub‑advisers, pension consulting services, and client education through seminars and workshops. The firm does not identify as an active ESG investor.