Bison Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$131M
Discretionary
$131M
100% of AUM
Avg account
$280K
Accounts
468
Employees
4
Advisory reps
3

Firm details

Headquarters
Lyndhurst, Ohio
CRD number
340724
Registered since
July 13, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI71.91%
  • Individuals28.09%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bison Wealth Management, LLC is an independent registered investment adviser formed as an LLC and owner-operated. The firm became SEC-registered in 2026 and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM structure with hourly charges. Bison does not position itself as a capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 72%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 5%, US Government Bonds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Contacts

3 of 3
  • David Yormick

    David Yormick

    FounderCRD 2294565

  • Regina Ryan

    Investment Advisory RepresentativeCRD 1560072

  • Gary Friedman

    Gary Friedman

    Financial AdvisorCRD 1777181

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lyndhurst, OH

Cuyahoga

Location

Lyndhurst, OH

Headquartered in Lyndhurst, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
5010 Mayfield Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth