A complete list of active advisors currently associated with Bison Investment Advisors, LLC

Warmer can help you find a great advisor at Bison Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bison Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.