Bison Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,392,155
Clients
158
Advisors
4
of 4 employees
About
Bison Investment Advisors, LLC provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, qualified retirement plans and business entities. The firm also offers retirement‑plan consulting, business consulting that can include assistance with capital raises and Reg D private placements, and a held‑away account service for managing participant accounts in defined contribution plans.
The firm pursues multi‑asset portfolios that may include cash, fixed income, equity and a range of alternative investments (such as metals, real estate, hard assets, and long/short strategies), and it may engage unaffiliated managers to implement alternative strategies. Bison conducts quarterly account reviews, manages separate accounts on a discretionary basis, and operates a proprietary pooled investment vehicle for investor clients, where performance‑based compensation may apply to qualified investors per the partnership offering documents.
What is distinctive about Bison relative to many peers is its role as general partner and sponsor of Grand Parkway Capital Fund I, LP — it serves as a private fund adviser and provides portfolio management for pooled vehicles, which gives rise to custody considerations and conflicts the firm discloses in its offering materials. The firm also discloses a 2023 regulatory settlement involving the holding of a leveraged exchange‑traded fund and describes policies for addressing related conflicts and third‑party relationships.
Client services
Expertise
Fee options
Business Consulting flat fees charged; specific amounts not disclosed
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%
Business Consulting hourly fees charged; specific rates not disclosed
Investment partnership performance-based fees of 1.50%, negotiable, details in offering documents
Account minimum: $250,000 Minimum fee: Qualified Retirement Plan Consulting minimum fee: $1,000 per annum
Main office
10055 Grogans Mill, Suite 120
The Woodlands TX 77380
Advisors at this office
4
Most active in
Texas
Also doing business as
Bison Investment Advisors, LLC · Dia Lucrii Capital, LLC · Grand Parkway Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David T
CFP®, Series 63, Series 65
The Woodlands, TX
Bison Investment Advisors, LLC
David Turner is a CFP® with 23 years of industry experience and is currently with Bison Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Kestra Financial Services, Arthur J. Gallagher & Co., Robert Baird & Co., Ameriprise, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he acts as an independent life insurance agent, dedicating a small portion of his time to that activity. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm employs multi-asset portfolios that include traditional and alternative investments and serves as general partner and sponsor of a private fund, offering pooled investment vehicles with performance-based compensation for qualified investors.
William S
Series 65
The Woodlands, TX
Bison Investment Advisors, LLC
William Schurig is a financial advisor at Bison Investment Advisors, LLC with Series 65 credentials and over six years of experience, including a prior role at EMA Legal. He has been with Bison since 2025. Bison Investment Advisors offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm manages multi-asset portfolios that incorporate a range of investments, including alternative strategies, and serves as general partner and sponsor of a private fund vehicle.
Tara R
Series 65
The Woodlands, TX
Bison Investment Advisors, LLC
Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. Bison Investment Advisors provides discretionary investment management and financial planning for individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm employs multi-asset portfolios including alternative investments and serves as general partner and sponsor of a private fund, offering specialized portfolio management and consulting services.
Dwayne T
CFP®, Series 63, Series 65
The Woodlands, TX
Bison Investment Advisors, LLC
Dwayne Tidwell is a CFP® professional with 31 years of experience in the financial industry. He has been with Bison Investment Advisors, LLC since 2013 and previously worked at Sunbelt Securities, USF Advisors, Stanford Group Company, and Merrill. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm manages multi-asset portfolios and acts as a private fund adviser and portfolio manager for pooled investment vehicles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)