Bison Wealth Management, LLC

Overview

Bison Wealth Management, LLC is an independent registered investment adviser structured as an LLC and identified as owner-managed. The firm provides financial planning and portfolio management primarily for individuals, families and small-business owners. Its fee model combines a percentage-of-AUM charge with the option for hourly billing on planning work. According to its regulatory snapshot, the adviser became SEC-registered in 2026. Bison does not position itself as a capital allocator or pension consultant, and it is not flagged as an active ESG investor. Services center on customized planning and discretionary portfolio oversight rather than institutional or multi-state advisory mandates.

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Public Holdings

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Location & Offices