Bison Wealth Management, LLC

Bison Wealth Management LLC provides discretionary asset management primarily to individuals, high net worth individuals, and trusts, delivering customized portfolios and ongoing active asset management services. As of December 31, 2025, the firm reported approximately $9,698,240 in assets under management across six client relationships and typically requires a $500,000 minimum account opening balance.

The firm employs both fundamental and technical analysis to set asset allocations and pursues capital appreciation while emphasizing preservation of assets, monitoring accounts regularly and rebalancing as needed. All client accounts are managed on a discretionary basis, the brochure names Charles Schwab as the custodian option (including participation in an institutional program), and the firm discloses receipt of research or other products from T.D. Ameritrade while clients bear third‑party transaction costs.

Compared with many solo advisers, the ADV includes several institutional or plan‑focused disclosures — for example, it references “Plan client accounts” and states the adviser does not trade in plan participant accounts — suggesting the firm engages with or contemplates retirement‑plan type relationships in addition to individual clients. The brochure also notes limited proxy voting (clients retain voting responsibility), participation in an institutional custody program, and that the firm’s principal may receive referral compensation from another adviser, features that may distinguish Bison from similarly sized peers.