Bison Wealth Management, LLC

Overview

Bison Wealth Management, LLC is an independent, owner-operated RIA registered with the SEC in 2026 and state-registered in Ohio. The firm focuses on serving individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly fees, reflecting a mix of ongoing advisory relationships and project-based work. The firm is organized as an LLC and run by an individual owner rather than a larger corporate parent. Bison does not market itself as an ESG-focused manager and is not identified as a capital allocator; its primary client-facing activities center on comprehensive planning and discretionary portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices