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BISON INVESTMENT ADVISORS, LLC
CRD 149775File 801-133931
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.5M
Bottom 25% of cohort (national)
Discretionary AUM
$157.5M
Clients
165
304 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2025
- Principal office
- 10055 GROGANS MILL, SUITE 120, THE WOODLANDS, TX, 77380
- Phone
- 281-665-3616
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.5M
- Discretionary AUM
- $157.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 304
- Non-discretionary accounts
- 0
- Total accounts
- 304
- AUM per client
- $955K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $4.3M |
| High net worth individuals | 59 | $78.4M |
| Pooled investment vehicles | 1 | $7.8M |
| Individuals (other than high net worth individuals) | 99 | $67.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.