Bison Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm offers ongoing portfolio management, retirement-account advice, standalone planning engagements, and coordinated insurance consulting through a third‑party insurance platform.
The firm’s investment approach is primarily long-term focused but allows for shorter-term trading when client objectives or market conditions warrant, and portfolios are built from ETFs, individual equities, bonds and low‑cost mutual funds. Research and selection draw on fundamental, technical and quantitative analysis, with accounts monitored continuously and formal reviews at least annually; custody and execution are arranged through an institutional custodian relationship.
Bison Wealth is a small supported advisory team managing roughly $131 million of discretionary assets and recently transitioned from state to SEC registration. The firm’s principal holds CFP certification and is also a licensed insurance professional; Bison Wealth uses an external insurance platform and discloses that insurance commissions are separate from advisory fees, a potential conflict the firm addresses in its disclosures.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$150 per hour for stand-alone financial planning services
Account minimum: $500
Main office
See office5010 Mayfield Road, Suite 201
Lyndhurst OH 44124
Advisors at this office
2
Offices (3)
Most active in
Florida · New York · Ohio · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Gary F
Series 65
Lyndhurst, OH
Bison Wealth Management, LLC
Gary Friedman is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Bison Wealth Management, LLC since 2026 and previously spent 18 years at Summit Capital, Inc. He also operates under his own name, Gary E. Friedman, since 2000. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm employs a primarily long-term investment approach with portfolios constructed from ETFs, individual equities, bonds, and low-cost mutual funds, incorporating fundamental, technical, and quantitative analysis.
Regina R
Series 63
Lancaster, SC
Bison Wealth Management, LLC
Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and previously worked at Summit Capital Inc for 12 years before joining Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, with portfolio construction based on ETFs, individual equities, bonds, and low-cost mutual funds, supplemented by fundamental, technical, and quantitative analysis.
Cerri Y
Series 65, Series 66
Miami, FL
Bison Wealth Management, LLC
Cerri Yormick is a financial advisor at Bison Wealth Management, LLC, holding Series 65 and Series 66 licenses. She has one year of industry experience and previously worked as a production coordinator and in tutoring. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients, employing a primarily long-term investment approach with flexible portfolio management using ETFs, equities, bonds, and mutual funds.
David Y
Series 63, Series 65
Lyndhurst, OH
Bison Wealth Management, LLC
David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley DW Inc. and Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm employs a primarily long-term investment approach using ETFs, individual equities, bonds, and low-cost mutual funds, supported by fundamental, technical, and quantitative analysis.
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