DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bison Wealth, LLC
Latest filing Jun 15, 2026
First filing on the tape Dec 8, 2018 · 40 filings
SEC status approved since Jan 30, 2019
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$2.5B individuals and HNW
Advisors
61
registered through the firm on IAPD
RAUM per advisor
$44.8M
derived; firm RAUM over IAPD count
Employees
78
65 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$2.7B as of Jun 15, 2026
Mar 31, 2020$159M then
HNW client RAUM$1.7B as of Jun 15, 2026
Mar 31, 2020$47.0M then
State-registered IARs (5.B.3)65 as of Jun 15, 2026
Mar 31, 20203 then
Employees (5.A)78 as of Jun 15, 2026
Mar 31, 20207 then
Private funds: no history
RAUM -0.6% over the last fiscal year+82% a year over threeIARs 66 to 65offices 16 to 14
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $44.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 140derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $293,247derivedHNW RAUM over HNW clients
- Average account
- $303,851derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.1derived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- -1.5%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +346%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B63%
- Individuals$821M30%
- Corporations and businesses$109M4.0%
- Pension and profit-sharing plans$54.7M2.0%
- Charitable organizations$27.4M1.0%
- Individual clients
- 2,692reported
- HNW clients
- 5,877reported
- Pension plan clients
- 72reported
- Charitable clients
- 61reported
- Accounts
- 9,003reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=15.0derived
Advisors registered through the firm
61 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lane Manning Turner | Atlanta, Ga | Feb 11, 2019 | 35 y | 1 |
| Blake Ryan Schaper | Atlanta, Ga | Feb 19, 2019 | 16 y | 1 |
| Richard Anthony Mcgrath | Virginia Beach, Va | Jun 15, 2021 | 27 y | 5 |
| Steven William Clark | Atlanta, Ga | Aug 3, 2021 | 24 y | 2 |
| Dustin Thomas Casebolt | Atlanta, Ga | Sep 13, 2021 | 14 y | 1 |
| Jacob Charles Duvall | Atlanta, Ga | Nov 19, 2021 | 16 y | 1 |
| Victor Patrick WilkersonCertified Financial Planner, Chartered Financial Consultant | Atlanta, Ga | Nov 30, 2021 | 28 y | 9 |
| Jacob Lee Tornow | Atlanta, Ga | Jan 18, 2022 | 10 y | 1 |
| Bethany R. Wheeler | Woodstock, Ga | Jul 13, 2023 | 14 y | 1 |
| Erin Lyn Holloway | Longview, Tx | Dec 4, 2023 | 13 y | 3 |
| Jeremy Brent Johnson | Atlanta, Ga | Dec 4, 2023 | 11 y | 2 |
| Michael Joseph Murray | Atlanta, Ga | Dec 7, 2023 | 17 y | 0 |
| Dirk Wall | Eagle, Id | Dec 7, 2023 | 14 y | 2 |
| Christopher Barron Sleight | Sarasota, Fl | Dec 18, 2023 | 23 y | 2 |
| Robert Charles Martin | Atlanta, Ga | Apr 26, 2024 | 10 y | 2 |
| Becky Lightman | Atlanta, Ga | Oct 8, 2024 | 17 y | 3 |
| Lawrence M SassoChartered Financial Consultant | Atlanta, Ga | Oct 29, 2024 | 34 y | 4 |
| Thomas Francis Scaturro | Garden City, Ny | Nov 22, 2024 | 25 y | 3 |
| James Joseph Mctiernan | Atlanta, Ga | Jan 1, 2025 | 32 y | 0 |
| William Edward Mcenroe | Stony Brook, Ny | Jan 2, 2025 | 11 y | 1 |
| Raymond E Hansen | West Des Moines, Ia | Jan 2, 2025 | 22 y | 4 |
| James Joseph Ahern | Atlanta, Ga | Jan 2, 2025 | 13 y | 3 |
| Elio Chiarelli | Atlanta, Ga | Jan 2, 2025 | 16 y | 3 |
| Matthew Joseph CreciunCertified Financial Planner | Atlanta, Ga | Jan 2, 2025 | 10 y | 1 |
| Ashley Lynn Hethershaw | West Des Moines, Ia | Jan 2, 2025 | 11 y | 1 |
| Mary Patricia Tupper | Atlanta, Ga | Jan 3, 2025 | 24 y | 6 |
| Rand Harrison Siegel | Atlanta, Ga | Jan 3, 2025 | 27 y | 2 |
| John Thomas WilliamsCertified Financial Planner | Atlanta, Ga | Jan 6, 2025 | 26 y | 3 |
| Esteven Enrique Ladron De Guevara | Sunrise, Fl | Jan 7, 2025 | 11 y | 2 |
| Michelle Lisette Beall | New Port Richey, Fl | Jan 7, 2025 | 19 y | 1 |
| Jacob Guevara | Pembroke Pines, Fl | Jan 7, 2025 | 31 y | 3 |
| Matthew David Goss | Atlanta, Ga | Jan 7, 2025 | 15 y | 1 |
| Thomas Garcia | Weeki Wachee, Fl | Jan 7, 2025 | 11 y | 2 |
| Brian Keith Mcginnis | Atlanta, Ga | Jan 8, 2025 | 13 y | 4 |
| Evangeline Stratis | Brooksville, Fl | Jan 8, 2025 | 25 y | 12 |
| Ronald Joseph Savarese | Atlanta, Ga | Jan 14, 2025 | 43 y | 3 |
| Justin Caldwell BollerChartered Financial Analyst | Atlanta, Ga | Jan 15, 2025 | 13 y | 3 |
| Dominic Dimaccio | Atlanta, Ga | Feb 7, 2025 | 13 y | 1 |
| Anthony LouridoChartered Financial Analyst | Atlanta, Ga | Feb 21, 2025 | 21 y | 1 |
| Joseph Anthony Martinez | Bellair Beach, Fl | Mar 13, 2025 | 10 y | 1 |
Advisor movement
3 left, 8 joined in 12 months
net +5 in 12 months0 left in 90 days3 joined in 90 daysdeparture rate 4.9% of current headcount12 left over 36 months
Left, latest
- Eliot Dylan Marr to Retirement Plan Advisors, LLCJan 9, 2026 · RIA to RIA
- Eric Gerrard Edwards to Surepath Wealth Management, LLCSep 26, 2025 · RIA to a state-registered adviser
- Susan Lee Wieneke to Simplicity WealthSep 22, 2025 · RIA to RIA
- Thomas Andersen to Evolution Wealth Management Inc.Sep 5, 2025 · RIA to RIA
- John Patrick Roughen to First Citizens Investor Services, Inc.Jun 16, 2025 · RIA to affiliated broker-dealer or bank
- Lyndon Richard Harrison to Wealthspan Investment Management, LLCDec 31, 2024 · RIA to RIA
- Jesse John Lipscomb to Compass Financial Management LLCDec 31, 2024 · RIA to RIA
- Nicholas Paul Gyeszat to Reality Financial Planning Services, LLCDec 31, 2024 · RIA to RIA
- Samantha Renee Gyeszat to Accurate Wealth Management, LLCDec 31, 2024 · RIA to RIA
- William Walker Ham to Alphastar Capital ManagementNov 25, 2024 · RIA to RIA
- David John Berns to Hd Money, Inc.Jul 3, 2024 · RIA to RIA
- Ross David Taylor to Accurate Wealth Management, LLCMay 14, 2024 · RIA to RIA
- Matthew Lee Evans to Msl Advisors, LLCMay 5, 2023 · Other
- Brian Edward Green to Brookstone Wealth Advisors, LLCMar 14, 2023 · RIA to RIA
- Jimmy Dale Long to Alphastar Capital ManagementNov 12, 2021 · RIA to RIA
Joined, latest
- James Joseph Caufield from Api Financial Advisors, LLCAug 19, 2026 · RIA to RIA
- Trisha Bernardo Perez from Api Financial Advisors, LLCAug 18, 2026 · RIA to RIA
- Joan B Kaye from Key Investment Services LLCAug 18, 2026 · Affiliated broker-dealer or bank to independent RIA
- Perry Owens Smith from Morgan StanleyMar 31, 2026 · Wirehouse to independent RIA
- Nicholas Anthony Fontanella from Td Ameritrade Investment Management, LLCFeb 13, 2026 · RIA to RIA
- Rush Merrill James from Advocacy Wealth Management, LLCFeb 10, 2026 · RIA to RIA
- Randy Nevins from J.P. Morgan Securities LLCFeb 10, 2026 · Wirehouse to independent RIA
- Spencer Michael Bowman from Strategic Advisers LLCFeb 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- Russell Edward Harris from Apogee Wealth ManagementAug 22, 2025 · Other
- Aaron Ray Fisher from Terra WealthApr 1, 2025 · RIA to RIA
- Anthony Lourido from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 21, 2025 · Wirehouse to independent RIA
- Dominic Dimaccio from Liquid Strategies, LLCFeb 7, 2025 · Other
- Justin Caldwell Boller from Liquid Strategies, LLCJan 15, 2025 · Other
- Lawrence M Sasso from Integrity Alliance, LLCOct 29, 2024 · Affiliated broker-dealer or bank to independent RIA
- Becky Lightman from Banyan Global Investment Advisors, LLCOct 8, 2024 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Api Financial Advisors, LLCAug 11, 2026 · Rockledge, Fl
- 11 joined from Truadvice LLCDec 4, 2023 · Sarasota, Fl
- 2 joined from Truadvice LLCDec 4, 2023 · Winston Salem, Nc
- 3 joined from Advocacy Wealth Management, LLCJan 22, 2019 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Caldwell Justin Boller · Co-Ceo/Ciocontrolsince 12/2024 · owns less than 5%
- Eleanor Kathryn Bruckert · Cfocontrolsince 12/2024 · owns less than 5%
- Eric Jason Luhan · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- Francis Thomas Scaturro · President, Private Wealthcontrolsince 12/2024 · owns less than 5%
- Ryan Blake Schaper · Cfocontrolsince 11/2018 · owns less than 5%
- Manning Lane Turner · Director Of Operationscontrolsince 11/2018 · owns less than 5%
- Patrick Victor Wilkerson · President, Wealth Advisorycontrolsince 08/2022 · owns less than 5%
- Thomas Gregory Wright · Co-Ceo/Coocontrolsince 08/2022 · owns less than 5%
- Bradley George Ball · Membercontrolsince 08/2022 · owns 25% to 50% of Teton Capital Partners, LLC
- S Kim Pegula · Managing Membercontrolsince 07/2010 · owns 50% to 75% of East Asset Management, LLC
- M Terrence Pegula · Managing Membercontrolsince 07/2010 · owns 50% to 75% of East Asset Management, LLC
Entity owners
- Bison Holdings, LLC · Ownerdirect · owns 75% or more
- East Asset Management, LLC · Memberindirect · owns 50% to 75% of Bison Holdings, LLC
- Teton Capital Partners, LLC · Memberindirect · owns 25% to 50% of Bison Holdings, LLC
Related persons
Schedule D 7.A
- Armis Strategiesreal estaten
- Bison Wealth, LLCinvestment advisernRAUM $1.6B
- Brookhaven Tax & Accounting Professionals, LLCinsurancen
- Liquid Strategies, LLCinvestment advisernRAUM $1.4B
- Truadvice LLCinvestment advisery
Advisers that list Bison Wealth, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 61 | 16 | 2 | ||
| Gainesville, Fl | 4 | 0 | 0 | ||
| Garden City, Ny | 3 | 1 | 0 | ||
| Brooksville, Fl | 2 | 0 | 0 | ||
| Pembroke Pines, Fl | 2 | 1 | 0 | ||
| Palm Beach Gardens, Fl | 2 | 0 | 0 | ||
| Canton, Mi | 2 | 1 | 0 | ||
| Kennesaw, Ga | 2 | 1 | 0 | ||
| Sarasota, Fl | 2 | 0 | 0 | ||
| West Des Moines, Ia | 2 | 0 | 0 | ||
| Frisco, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Sarasota, FL5 employees
- Atlanta, GA1 employees
- Atlanta, GA1 employees
- Chapel Hill, NC1 employees
- Frisco, TX1 employees
- Greensboro, NC1 employees
- Hopkins, MN1 employees
- Longview, TX1 employees
- Naples, FL1 employees
- Naples, FL1 employees
- Rome, GA1 employees
- San Diego, CA1 employees
- Tyler, TX1 employees
- Athens, TX1 employees
- Virginia Beach, VA1 employees
ADV anomalies
11 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 15, 2026BOLLER, JUSTIN, CALDWELL (CO-CEO/CIO) appeared on Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026SCHAPER, BLAKE, RYAN (CFO) left Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026SCATURRO, THOMAS, FRANCIS (PRESIDENT, PRIVATE WEALTH) appeared on Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026Bruckert, Kathryn, Eleanor (CFO) appeared on Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026BALL, GEORGE, BRADLEY (MEMBER) left Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026PEGULA, TERRENCE, M (MANAGING MEMBER) left Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 15, 2026PEGULA, KIM, S (MANAGING MEMBER) left Schedule A between the filings of 2024-09-27 and 2026-06-15peers: independent wealth managers, $1B to $5B (1,360)
- institutional to wealth shiftCombination · filing Mar 24, 2026institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $2,753,091,446 to $2,735,571,106, advisors 66 to 65, private clients 1920 to 8569, offices 16 to 14 (2025-03-28 to 2026-03-24)peers: independent wealth managers, $1B to $5B (1,360)
- client mix shiftChange between filings · filing Mar 24, 2026private-client share of RAUM moved from 63.0% to 93.0% between the annual amendments of 2025-03-28 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,360)
- client count surgeChange between filings · filing Mar 24, 2026individual and HNW clients (Item 5.D) moved from 1,920.0 to 8,569.0 (+346.0%) between the annual amendments of 2025-03-28 and 2026-03-24; the peer median change was +5.0% (1132 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 100% percentile
- institutional asset share shiftChange between filings · filing Mar 24, 2026institutional share of RAUM moved from 37.0% to 7.0% between the annual amendments of 2025-03-28 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 9,112 to 9,003Mar 28, 2025 to Mar 24, 2026
- Advisory employees · 66 to 65Mar 28, 2025 to Mar 24, 2026
- BD registered reps · 14 to 15Mar 28, 2025 to Mar 24, 2026
- Charity clients · 4 to 61Mar 28, 2025 to Mar 24, 2026
- Corporate clients · 43 to 301Mar 28, 2025 to Mar 24, 2026
- HNW clients · 849 to 5,877Mar 28, 2025 to Mar 24, 2026
- Individual clients · 1,071 to 2,692Mar 28, 2025 to Mar 24, 2026
- Pension plan clients · 124 to 72Mar 28, 2025 to Mar 24, 2026
- Financial planning clients · 101-250 to 1-10Mar 28, 2025 to Mar 24, 2026
- State-registered IARs · 66 to 65Mar 28, 2025 to Mar 24, 2026
- Other offices · 16 to 14Mar 28, 2025 to Mar 24, 2026
- Discretionary RAUM · $2.6B to $2.7BMar 28, 2025 to Mar 24, 2026
- HNW RAUM · $1.5B to $1.7BMar 28, 2025 to Mar 24, 2026
- Individual RAUM · $235M to $821MMar 28, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $165M to $3.5MMar 28, 2025 to Mar 24, 2026
- Pension RAUM · $185M to $54.7MMar 28, 2025 to Mar 24, 2026
- RAUM · $2.8B to $2.7BMar 28, 2025 to Mar 24, 2026
- Financial planning clients · 101-250 to 101-250Jan 21, 2025 to Mar 28, 2025
- Accounts · 6,352 to 9,112Sep 27, 2024 to Jan 21, 2025
- Advisory employees · 33 to 66Sep 27, 2024 to Jan 21, 2025
- Advisory activities · 4 to 6Sep 27, 2024 to Jan 21, 2025
- BD registered reps · 0 to 14Sep 27, 2024 to Jan 21, 2025
- Business name · BISON ADVISORS to BISON WEALTH, LLCSep 27, 2024 to Jan 21, 2025
- Charity clients · 2 to 4Sep 27, 2024 to Jan 21, 2025
- Corporate clients · 5 to 43Sep 27, 2024 to Jan 21, 2025
- HNW clients · 83 to 849Sep 27, 2024 to Jan 21, 2025
- Individual clients · 728 to 1,071Sep 27, 2024 to Jan 21, 2025
- Pension plan clients · 0 to 124Sep 27, 2024 to Jan 21, 2025
- Employees · 39 to 78Sep 27, 2024 to Jan 21, 2025
- Financial planning clients · 1-10 to 101-250Sep 27, 2024 to Jan 21, 2025
- HQ city · HARTWELL to ATLANTASep 27, 2024 to Jan 21, 2025
- State-registered IARs · 33 to 66Sep 27, 2024 to Jan 21, 2025
- Legal name · BISON ADVISORS, LLC to BISON WEALTH, LLCSep 27, 2024 to Jan 21, 2025
- Other offices · 15 to 16Sep 27, 2024 to Jan 21, 2025
- Discretionary RAUM · $583M to $2.6BSep 27, 2024 to Jan 21, 2025
- HNW RAUM · $283M to $1.5BSep 27, 2024 to Jan 21, 2025
- Individual RAUM · $269M to $235MSep 27, 2024 to Jan 21, 2025
- Non-discretionary RAUM · $574M to $165MSep 27, 2024 to Jan 21, 2025
- Pension RAUM · $0 to $185MSep 27, 2024 to Jan 21, 2025
- RAUM · $1.2B to $2.8BSep 27, 2024 to Jan 21, 2025
Signals
38 dated events
- 2 advisors left Api Financial Advisors, LLC (Rockledge, FL) for Bison Wealth, LLC on the same dayAug 11, 2026 · Team lift-out · derived
- Eliot Dylan Marr left Bison Wealth, Llc for Retirement Plan Advisors, Llc (registered 2026-01-13)Jan 9, 2026 · Advisor changed firm · fact
- Eric Gerrard Edwards left Bison Wealth, Llc for Surepath Wealth Management, Llc (registered 2025-03-31)Sep 26, 2025 · Advisor changed firm · fact
- Susan Lee Wieneke left Bison Wealth, Llc for Simplicity Wealth (registered 2025-09-23)Sep 22, 2025 · Advisor changed firm · fact
- Thomas Andersen left Bison Wealth, Llc for Evolution Wealth Management Inc. (registered 2025-09-26)Sep 5, 2025 · Advisor changed firm · fact
- John Patrick Roughen left Bison Wealth, Llc for First Citizens Investor Services, Inc. (registered 2025-07-02)Jun 16, 2025 · Advisor changed firm · fact
- Bison Wealth, Llc reported RAUM $2.8B, up 138% from $1.2B (2024-09-27 to 2025-01-21)Jan 21, 2025 · RAUM change · derived
- Bison Wealth, Llc reported 66 state-registered advisory representatives, up from 33 (2024-09-27 to 2025-01-21)Jan 21, 2025 · Advisor headcount change · derived
- Samantha Renee Gyeszat left Bison Wealth, Llc for Accurate Wealth Management, Llc (registered 2025-01-15)Dec 31, 2024 · Advisor changed firm · fact
- Nicholas Paul Gyeszat left Bison Wealth, Llc for Reality Financial Planning Services, Llc (registered 2025-01-17)Dec 31, 2024 · Advisor changed firm · fact
- Jesse John Lipscomb left Bison Wealth, Llc for Compass Financial Management Llc (registered 2024-10-15)Dec 31, 2024 · Advisor changed firm · fact
- Lyndon Richard Harrison left Bison Wealth, Llc for Wealthspan Investment Management, Llc (registered 2025-01-07)Dec 31, 2024 · Advisor changed firm · fact
- William Walker Ham left Bison Wealth, Llc for Alphastar Capital Management (registered 2025-02-13)Nov 25, 2024 · Advisor changed firm · fact
- Latasha Bond Williams (Cco) no longer on Schedule A of Bison Wealth, Llc (listed 2024-06-28, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- Eric Jason Luhan (Chief Compliance Officer) appeared on Schedule A of Bison Wealth, LlcSep 27, 2024 · Control person joined · fact
- David John Berns left Bison Wealth, Llc for Hd Money, Inc. (registered 2024-07-27)Jul 3, 2024 · Advisor changed firm · fact
- Ross David Taylor left Bison Wealth, Llc for Accurate Wealth Management, Llc (registered 2024-06-12)May 14, 2024 · Advisor changed firm · fact
- Bison Wealth, Llc reported 15 offices beyond its principal office, down from 22 (2024-02-13 to 2024-03-22)Mar 22, 2024 · Office count change · derived
- Drew Kimberly Collins (Compliance Officer) no longer on Schedule A of Bison Wealth, Llc (listed 2024-02-13, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- 9 advisors left Truadvice LLC (Sarasota, FL) for Bison Wealth, LLC within 9 daysDec 4, 2023 · Team lift-out · derived
- 2 advisors left Truadvice LLC (Winston Salem, NC) for Bison Wealth, LLC on the same dayDec 4, 2023 · Team lift-out · derived
- Bison Wealth, Llc reported RAUM $1.4B, up 201% from $454.3M (2023-03-29 to 2023-08-11)Aug 11, 2023 · RAUM change · derived
- Bison Wealth, Llc reported 22 offices beyond its principal office, up from 3 (2023-03-29 to 2023-08-11)Aug 11, 2023 · Office count change · derived
- Bison Wealth, Llc reported 33 state-registered advisory representatives, up from 9 (2023-03-29 to 2023-08-11)Aug 11, 2023 · Advisor headcount change · derived
- Matthew Lee Evans left Bison Wealth, Llc for Msl Advisors, Llc (registered 2023-04-07)May 5, 2023 · Advisor changed firm · fact
- Brian Edward Green left Bison Wealth, Llc for Brookstone Wealth Advisors, Llc (registered 2023-02-06)Mar 14, 2023 · Advisor changed firm · fact
- Bison Wealth, Llc reported RAUM $546.4M, down 37% from $872.5M (2022-07-01 to 2022-08-24)Aug 24, 2022 · RAUM change · derived
- Thomas Charles Schell (Ceo) no longer on Schedule A of Bison Wealth, Llc (listed 2022-07-01, absent 2022-08-24)Aug 24, 2022 · Control person left · inference
- Patrick Victor Wilkerson (President) appeared on Schedule A of Bison Wealth, LlcAug 24, 2022 · Control person joined · fact
- Bison Wealth, Llc reported RAUM $872.5M, up 184% from $307.1M (2022-03-11 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@bisonwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-841-2224reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 833-769-3769reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/bison-wealth-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bisonwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-841-2224reportedpublic record, Form ADV, Jun 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $44.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026