BISON WEALTH, LLC

CRD 299805File 801-114547

APPROVED

Retail clients

Disclosure events

Filing as of Jun 15, 2026

Feed vintage Aug 17, 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://mc2wealthmgmt.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
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.