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CRD 299805
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-11 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| LANE MANNING TURNER | n/a | ATLANTA, GA | 7 | 35 | 1 | no |
| BLAKE RYAN SCHAPER | n/a | ATLANTA, GA | 7 | 16 | 1 | no |
| RICHARD ANTHONY MCGRATH | n/a | Virginia Beach, VA | ATLANTA, GA | 5 | 27 | 5 | no |
| Steven William Clark | n/a | Atlanta, GA | ATLANTA, GA | 5 | 24 | 2 | no |
| DUSTIN THOMAS CASEBOLT | n/a | ATLANTA, GA | 5 | 14 | 1 | no |
| Jacob Charles Duvall | n/a | ATLANTA, GA | Kennesaw, GA | 4 | 16 | 1 | no |
| VICTOR PATRICK WILKERSON | Certified Financial Planner|Chartered Financial Consultant | ATLANTA, GA | 4 | 28 | 9 | no |
| Jacob Lee Tornow | n/a | ATLANTA, GA | Hartwell, GA | 4 | 10 | 1 | no |
| Bethany R. Wheeler | n/a | Woodstock, GA | ATLANTA, GA | 3 | 14 | 1 | no |
| ERIN LYN HOLLOWAY | n/a | Longview, TX | ATLANTA, GA | Athens, TX | TYLER, TX | 2 | 13 | 3 | no |
| JEREMY BRENT JOHNSON | n/a | ATLANTA, GA | Greensboro, NC | 2 | 11 | 2 | no |
| DIRK WALL | n/a | Eagle, ID | ATLANTA, GA | 2 | 14 | 2 | no |
| Michael Joseph Murray | n/a | ATLANTA, GA | Sarasota, FL | 2 | 17 | n/a | no |
| CHRISTOPHER BARRON SLEIGHT | n/a | Sarasota, FL | ATLANTA, GA | 2 | 23 | 2 | no |
| Robert Charles Martin | n/a | ATLANTA, GA | Chapel Hill, NC | 2 | 10 | 2 | no |
| BECKY LIGHTMAN | n/a | ATLANTA, GA | Boca Raton, FL | DELRAY BEACH, FL | 1 | 17 | 3 | yes |
| LAWRENCE M SASSO | Chartered Financial Consultant | ATLANTA, GA | Sutton, MA | 1 | 34 | 4 | no |
| THOMAS FRANCIS SCATURRO | n/a | Garden City, NY | ATLANTA, GA | Palm Beach Gardens, FL | 1 | 25 | 3 | no |
| JAMES JOSEPH MCTIERNAN | n/a | ATLANTA, GA | Garden City, NY | 1 | 32 | n/a | no |
| RAYMOND E HANSEN | n/a | WEST DES MOINES, IA | ATLANTA, GA | 1 | 22 | 4 | no |
| ELIO CHIARELLI | n/a | ATLANTA, GA | GAINESVILLE, FL | 1 | 16 | 3 | no |
| JAMES JOSEPH AHERN | n/a | ATLANTA, GA | SOUTH SETAUKET, NY | 1 | 13 | 3 | no |
| Ashley Lynn Hethershaw | n/a | WEST DES MOINES, IA | ATLANTA, GA | 1 | 11 | 1 | no |
| William Edward McEnroe | n/a | Stony Brook, NY | ATLANTA, GA | 1 | 11 | 1 | no |
| Matthew Joseph Creciun | Certified Financial Planner | ATLANTA, GA | POTTSTOWN, PA | 1 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BISON HOLDINGS, LLC | Owner | E | yes | 03/2021 | Jun 15, 2026 | Jun 15, 2026 |
| BOLLER, JUSTIN, CALDWELL | CO-CEO/CIO | Na | yes | 12/2024 | Jun 15, 2026 | Jun 15, 2026 |
| Bruckert, Kathryn, Eleanor | Cfo | Na | yes | 12/2024 | Jun 15, 2026 | Jun 15, 2026 |
| LUHAN, JASON, ERIC | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2024 | Jun 15, 2026 | Jun 15, 2026 |
| SCATURRO, THOMAS, FRANCIS | PRESIDENT, PRIVATE WEALTH | Na | yes | 12/2024 | Jun 15, 2026 | Jun 15, 2026 |
| TURNER, LANE, MANNING | DIRECTOR OF OPERATIONS | Na | yes | 11/2018 | Jun 15, 2026 | Jun 15, 2026 |
| WILKERSON, VICTOR, PATRICK | PRESIDENT, WEALTH ADVISORY | Na | yes | 08/2022 | Jun 15, 2026 | Jun 15, 2026 |
| WRIGHT, GREGORY, THOMAS | CO-CEO/COO | Na | yes | 08/2022 | Jun 15, 2026 | Jun 15, 2026 |
| BALL, GEORGE, BRADLEY | Member | C | yes | 08/2022 | Apr 30, 2021 | Sep 27, 2024 |
| EAST ASSET MANAGEMENT, LLC | Member | D | yes | 03/2021 | Apr 30, 2021 | Sep 27, 2024 |
| PEGULA, KIM, S | MANAGING MEMBER | D | yes | 07/2010 | Apr 30, 2021 | Sep 27, 2024 |
| PEGULA, TERRENCE, M | MANAGING MEMBER | D | yes | 07/2010 | Apr 30, 2021 | Sep 27, 2024 |
| SCHAPER, BLAKE, RYAN | Cfo | Na | yes | 11/2018 | Dec 8, 2018 | Sep 27, 2024 |
| TETON CAPITAL PARTNERS, LLC | Member | C | yes | 03/2021 | Apr 30, 2021 | Sep 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | n/a | Former SEC adviser | $1.6B | N | yes | n/a |
| LIQUID STRATEGIES, LLC | n/a | Asset manager | $1.4B | N | yes | n/a |
| ARMIS STRATEGIES | n/a | n/a | n/a | N | no | n/a |
| BROOKHAVEN TAX & ACCOUNTING PROFESSIONALS, LLC | n/a | n/a | n/a | N | no | n/a |
| TRUADVICE LLC | n/a | Former SEC adviser | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Sarasota | FL | United States | 5 | no |
| SAN DIEGO | CA | United States | 1 | no |
| Naples | FL | United States | 1 | no |
| Naples | FL | United States | 1 | no |
| Atlanta | Ga | United States | 1 | no |
| Atlanta | Ga | United States | 1 | no |
| Rome | Ga | United States | 1 | no |
| Hopkins | Mn | United States | 1 | no |
| CHAPEL HILL | Nc | United States | 1 | no |
| Greensboro | Nc | United States | 1 | no |
| Athens | TX | United States | 1 | no |
| Frisco | TX | United States | 1 | no |
| Longview | TX | United States | 1 | no |
| Tyler | TX | United States | 1 | no |
| VIRGINIA BEACH | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $2.7B | $2.7B | 78 | 65 | 14 | n/a | n/a |
| 2024 | Mar 28, 2025 | $2.8B | $2.6B | 78 | 66 | 16 | n/a | n/a |
| 2023 | Mar 22, 2024 | $1.2B | $583M | 39 | 33 | 15 | n/a | n/a |
| 2022 | Mar 29, 2023 | $454M | $284M | 15 | 10 | 3 | n/a | n/a |
| 2021 | Mar 31, 2022 | $872M | $359M | 20 | 12 | 3 | n/a | n/a |
| 2020 | Feb 11, 2021 | $307M | $173M | 7 | 3 | 0 | n/a | n/a |
| 2019 | Mar 31, 2020 | $159M | $64.2M | 7 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 8 | 3 | 5 | 4.9% | 3 | 0 | 0 | 29 | 12 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.8B | -0.6% | $454M | 81.9% | 78 | 78 | 14 | 16 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| API FINANCIAL ADVISORS, LLC | 2 | Aug 11, 2026 | Aug 19, 2026 | ROCKLEDGE, FL | Team lift out | RIA to RIA | 15.4% |
| BISON WEALTH, LLC | 7 | Dec 31, 2024 | Jan 8, 2025 | BROOKSVILLE, FL | Channel change | RIA to RIA | 21.2% |
| BISON WEALTH, LLC | 10 | Dec 31, 2024 | Apr 1, 2025 | ATLANTA, GA | Channel change | RIA to RIA | 30.3% |
| BISON WEALTH, LLC | 2 | Dec 31, 2024 | Jan 2, 2025 | CLIVE, IA | Channel change | RIA to RIA | 6.1% |
| BISON WEALTH, LLC | 3 | Dec 31, 2024 | Jan 3, 2025 | HUNTINGTON, NY | Channel change | RIA to RIA | 9.1% |
| TRUADVICE LLC | 11 | Dec 4, 2023 | Jan 3, 2024 | SARASOTA, FL | Team lift out | RIA to RIA | 47.8% |
| TRUADVICE LLC | 2 | Dec 4, 2023 | Apr 26, 2024 | WINSTON SALEM, NC | Team lift out | RIA to RIA | 8.7% |
| ADVOCACY WEALTH MANAGEMENT, LLC | 3 | Jan 22, 2019 | Feb 19, 2019 | ATLANTA, GA | Team lift out | RIA to new firm | 25.0% |