Brooksville, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bison Wealth, LLC
Multi-team
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About
Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates and charitable organizations, providing financial planning, portfolio management, curated model portfolios, access to third‑party managers, and ERISA retirement plan services. The firm also offers administrative and model-delivery services to other registered investment advisers through a Turnkey Asset Management Platform.
Bison’s investment process centers on outcome‑focused, multi‑manager model portfolios (described as Protection, Lifestyle, and Legacy) that blend tactical and strategic allocations across liquid and private‑market strategies and may include interval funds and other alternatives. It also manages distinct tactical and individual‑security strategies, allocates to third‑party models and TPMs, and offers an options‑based Overlay strategy implemented in coordination with an affiliated sub‑adviser.
The brochure discloses several features that differentiate the firm: Bison contracts directly with other advisers via its TAMP and discloses affiliated arrangements with Liquid Strategies (including promoter‑fee arrangements tied to the Overlay program). It also reported a recent material change to its billing method (moving to month‑end valuation) and describes specialized offerings such as assistance with box spreads and the use of interval funds, each of which raises specific liquidity and suitability considerations.
Based on Bison Wealth, LLC
Expertise
Based on Bison Wealth, LLC
Location
Brooksville FL
Advisors at this office
2
Advisors at this office
Brian M
Series 63, Series 65
Brooksville, FL
Bison Wealth, LLC
Brian Mcginnis is a financial advisor with Bison Wealth, LLC in Brooksville, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at The Pacific Financial Group, IFP Securities, Independent Financial Partners, LPL Financial, and National Planning Corporation. He is also president and owner of related investment entities, Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside specialized offerings such as an options-based Overlay strategy and turnkey asset management services for other advisers.
Evangeline S
Series 63, Series 66
Brooksville, FL
Bison Wealth, LLC
Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and The Pacific Financial Group. She is also a licensed insurance agent in Florida. Bison Wealth serves a broad client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs a multi-manager investment approach with outcome-focused model portfolios that incorporate both liquid and private-market strategies.
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