Bison Wealth, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$304K
Accounts
9,003
Employees
78
Advisory reps
59

Firm details

Headquarters
Atlanta, Georgia
CRD number
299805
Registered since
January 30, 2019
Website
www.bisonwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63%
  • Individuals30%
  • Corporations / Businesses4%
  • Pension & Profit Sharing Plans2%
  • Charitable Organizations1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bison Wealth, LLC is an independent registered investment advisor formed as an LLC and SEC-registered in 2019. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Its advisory services span comprehensive financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting, manager selection, and client education through seminars and workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 16%, Cash & Cash Equivalents 11%, Private Funds 4%, Derivatives 3%, Other 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents11%
  • Private Funds4%
  • Derivatives3%

Owners & executives

3 of 10
  • Christopher Sleight

    Christopher Sleight

    Founder & CEOCRD 4672252

  • Blake Schaper

    Blake Schaper

    Chief Financial OfficerCRD 6893226

  • Jason Luhan

    Jason Luhan

    Chief Compliance Officer & General CounselCRD 5483636

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Contacts

3 of 49
  • Dominic DiMaccio

    Dominic DiMaccio

    Investment AnalystCRD 7845035

  • Julie Coleman

    Investment Adviser RepresentativeCRD 8241202

  • Dirk Wall

    Dirk Wall

    Wealth AdvisorCRD 6085798

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 277

Active vs passive

$853M in ETFs

Passive

46%

$394M

Active

48%

$459M

ETFProviderStyleCategoryValueShares% of portfolio
OVERLAY SHARES LARGE CAP EQUITY ETF (OVL)ActiveLarge Blend$115M2,004,97613.47%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3550 Lenox Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth