Bison Wealth, LLC

RIASEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$304K
Accounts
9,003
Employees
78
Advisory reps
64

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 and registered with the SEC in 2019. The firm positions itself as a hybrid adviser and capital allocator serving both individual/family and institutional clients. Its advisory offering includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through seminars and workshops. Billing is offered through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor.

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
  • Elio Chiarelli

    Elio Chiarelli

    CEOCRD 5824081

  • Jacob Tornow

    Jacob Tornow

    Chief Operating OfficerCRD 7214889

  • Lane Turner

    Lane Turner

    Chief Operating OfficerCRD 6749249

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Contacts

3 of 54
  • Erin Holloway

    Erin Holloway

    Owner, The Holloway PartnershipCRD 4377471

  • Mary Tupper

    Mary Tupper

    Managing Director & PartnerCRD 3239774

  • Justin Boller

    Justin Boller

    Portfolio ManagerCRD 4072599

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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 286

Active vs passive

$935M in ETFs

Passive

45%

$423M

Active

48%

$512M

ETFProviderStyleCategoryValueShares% of portfolio
OVERLAY SHARES LARGE CAP EQUITY ETF (OVL)ActiveLarge Blend$130M2,250,37613.90%
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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