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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 147 | 165 | increased by18 |
| Apr 1, 2026 | AUM | $140,113,679 | $157,535,698 | increased by$17,422,019 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BISON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BISON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.