BISON INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$158M

Discretionary

$158M

100% of AUM

Avg account

$518K

Accounts

304

Employees

Advisory reps

Firm details

Headquarters: THE WOODLANDS, Texas
CRD number: 149775
Registered since: July 28, 2025
Website: bisoninvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., MEGATAL CAPITAL INVESTMENTS, BANQUE PICTET & CIE SA, KEYSTONE NATIONAL GROUP, INSPIRA FINANCIAL TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.77%
Individuals42.52%
Pooled Investment Vehicles4.95%
Corporations / Businesses2.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bison Investment Advisors, LLC is an LLC organized as a private equity fund manager that serves both individual & family clients and institutional investors. The firm offers fee arrangements that include asset-based fees as well as hourly and fixed-fee billing. It is registered with the SEC in 2025 and is owned by an individual proprietor. Bison’s advisory services span direct portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and the selection of other advisers. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser or a capital allocator. It also takes sponsor/GP and managing-member roles for pooled investment vehicles.