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
3
of 4 employees
About
Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans and business entities. The firm also offers qualified retirement‑plan consulting, held‑away account services and business consulting, and serves as investment adviser to a proprietary pooled vehicle, Grand Parkway Capital Fund I, LP.
The firm’s investment approach blends multiple asset classes and sub‑sectors—cash, fixed income, equities and alternatives (including real estate, metals, hard assets and certain long/short or market‑neutral strategies)—and tailors allocations to each client’s goals, risk tolerance and time horizon. Bison may use unaffiliated managers for alternative strategies, manages assets in both separate accounts and pooled vehicles, and makes performance‑based fee arrangements available to qualified investors in its partnership.
A noteworthy feature of the firm is that it acts as general partner and private fund adviser to a proprietary limited partnership offered only to its clients, a role that is statistically uncommon for firms in this peer group and that the brochure discloses may present potential conflicts (for example, valuation discretion and fee allocation). The firm’s disclosure also notes a resolved 2023 enforcement matter with the Texas regulator related to leveraged ETF holdings and client restitution.
Client services
Expertise
Occupation focus
Fee options
Flat fees possible for Business Consulting services; specific amounts vary per engagement
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%
Hourly fees possible for Business Consulting services; specific rates not stated
Performance-based fees charged only to qualified clients in the investment partnership; specific rates vary and are disclosed in offering documents
Account minimum: $250,000 Minimum fee: $1,000 per annum minimum for Qualified Retirement Plan Consulting services
Main office
10055 Grogans Mill, Suite 120
The Woodlands TX 77380
Advisors at this office
3
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 experience in the financial services industry. He has worked at Bison Investment Advisors, LLC since 2019, following roles at Kestra Financial Services, Inc. and Arthur J. Gallagher & Co. He is also an independent life insurance agent, dedicating a small portion of his time to this activity outside of investment-related work. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and acts as general partner and adviser to a proprietary private fund available exclusively to its clients.
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 portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and serves as general partner and adviser to a proprietary limited partnership available exclusively to its clients.
Dwayne T
CFP®, Series 63, Series 65
The Woodlands, TX
Bison Investment Advisors, LLC
Dwayne Tidwell is a CFP® professional with 30 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance, managing assets through separate accounts and proprietary pooled vehicles.
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