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BISON INVESTMENT ADVISORS, LLC
CRD 149775 · SEC 801-133931
10055 GROGANS MILL, SUITE 120, THE WOODLANDS, TX, 77380, United States
Phone
281-665-3616
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$157.5M
Discretionary AUM
$157.5M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $67.0M |
| High net worth individuals | 59 | $78.4M |
| Pooled investment vehicles | 1 | $7.8M |
| Corporations/business entities | 6 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD