BISON WEALTH, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$304K
Accounts
9,003
Employees
78
Advisory reps
59

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 operating as an LLC and registered with the SEC since 2019. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Core services include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting, manager selection, and educational workshops. The firm charges advisory fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements depending on client need. ESG integration is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 16%, Cash & Cash Equivalents 11%, Private Funds 4%, Derivatives 3%, Other 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents11%
  • Private Funds4%
  • Derivatives3%

Owners & executives

3 of 10

  • CHRISTOPHER SLEIGHT

    Founder & CEOCRD 4672252

  • BLAKE SCHAPER

    Chief Financial OfficerCRD 6893226

  • JASON LUHAN

    Chief Compliance Officer & General CounselCRD 5483636

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Contacts

3 of 49

  • Dominic DiMaccio

    Investment AnalystCRD 7845035

  • Julie Coleman

    Investment Adviser RepresentativeCRD 8241202

  • DIRK WALL

    Wealth AdvisorCRD 6085798

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 277

Active vs passive

$853M in ETFs

Passive

46%

$394M

Active

48%

$459M

ETFProviderStyleCategoryValueShares% of portfolio
OVERLAY SHARES LARGE CAP EQUITY ETF (OVL)ActiveLarge Blend$115M2,004,97613.47%
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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3550 Lenox Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth