Bison Investment Advisors, LLC

RIASEC Registered

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 a privately held limited liability company that identifies itself as a private equity fund manager and adviser. The firm is registered with the SEC (registration year 2025). Ownership is listed as individual, and its client base spans individuals and families as well as institutional investors. Bison provides a mix of fee arrangements including percentage-of-AUM fees alongside hourly, fixed and other fee structures. Its stated advisory capabilities cover portfolio management for individuals/small businesses and for pooled investment vehicles, selection of other advisers, and pension consulting services. The firm also serves as sponsor, general partner and managing member of pooled investment vehicles, indicating an active role in structuring and operating private funds. Bison is not flagged as an active ESG investor and is not described as a multi-state adviser.