BISON WEALTH, LLC

CRD 299805File 801-114547

APPROVED

Retail clients

Disclosure events

Filing as of Sep 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.74B

Top 25% of cohort (national)

Discretionary AUM

$2.73B

Non-discretionary $3.5M

Clients

9,003

9,003 accounts

Employees

Top 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 30, 2019
Principal office: 3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, 30326
Phone: 404-841-2224
Website: https://bisonwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.74B
Discretionary AUM: $2.73B
Non-discretionary AUM: $3.5M
Discretionary accounts: 8,992
Non-discretionary accounts: 11
Total accounts: 9,003
AUM per client: $304K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	301	$109.4M
Charitable organizations	61	$27.4M
High net worth individuals	5,877	$1.72B
Pension and profit sharing plans	72	$54.7M
Individuals (other than high net worth individuals)	2,692	$820.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	3,152	9,003	increased by5,851
Apr 1, 2026	AUM	$2,753,091,446	$2,735,571,106	decreased by$17,520,340
Apr 1, 2026	Accounts	9,112	9,003	decreased by109
May 1, 2025 vs Oct 1, 2022	Employees	20	78	increased by58
May 1, 2025 vs Oct 1, 2022	Clients	217	3,152	increased by2,935
May 1, 2025 vs Oct 1, 2022	AUM	$546,392,849	$2,753,091,446	increased by$2,206,698,597
May 1, 2025 vs Oct 1, 2022	Accounts	435	9,112	increased by8,677
Sep 1, 2022	Clients	74	217	increased by143
Sep 1, 2022	AUM	$872,451,204	$546,392,849	decreased by$326,058,355
Sep 1, 2022	Accounts	385	435	increased by50
Apr 1, 2022	Employees	11	20	increased by9
Apr 1, 2022	Custody	Yes	No
Apr 1, 2022	Clients	42	74	increased by32
Apr 1, 2022	AUM	$307,125,099	$872,451,204	increased by$565,326,105
Apr 1, 2022	Accounts	160	385	increased by225

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BISON WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BISON WEALTH” 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.