Overview
Assets Under Management: $158 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 59
Average Client Assets: $1.3 million
Frequently Asked Questions
BISON INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149775), BISON INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
BISON INVESTMENT ADVISORS, LLC is headquartered in THE WOODLANDS, TX.
BISON INVESTMENT ADVISORS, LLC serves 59 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, BISON INVESTMENT ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
BISON INVESTMENT ADVISORS, LLC manages $158 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, BISON INVESTMENT ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.77%
Average Client Assets: $1.3 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 149775
Filing ID: 2062837
Last Filing Date: 2026-03-04 12:52:03