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| Bison Advisors LLC
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| |
|---|---|
| CRD # | 299805 |
| SEC # | 801-114547 |
| CIK # | 0001845251 |
| AUM | $1.2 BB (2024-06-28) |
| Employees | 39 (85% Investors, 0% Brokers) |
| Phone | 706-376-4882 |
| Address | 122 W Franklin St Hartwell, GA 30643 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 269.0 |
| (b) Individuals (high net worth individuals) | 83 | 283.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 11.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 555.1 |
| (k) Insurance companies | 1 | 17.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 20.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,352 | 1,157.0 |
| By Discretionary | ||
| Discretionary | 5,412 | 582.9 |
| Non-Discretionary | 940 | 574.1 |
| Total | 6,352 | 1,157.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,157.0 | |
| Total | 6,352 | 1,157.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
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|
TN | 1.2 |
|
Novem Group
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NY | 1.2 |
|
Personal CFO Solutions LLC
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NJ | 1.2 |
|
SPC Financial Inc
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MD | 1.2 |
|
Annis Gardner Whiting Capital Advisors LLC
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FL | 1.2 |
|
BFSG LLC
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CA | 1.1 |
|
Ciccarelli Advisory Services Inc
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|
FL | 1.1 |
|
Independence Square Holdings LLC
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|
PA | 1.1 |
|
Pbmares Wealth Management LLC
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|
VA | 1.1 |
|
CGN Advisors LLC
✚
|
KS | 1.1 |