|
⚲
|
| Keyboard |
| Bison Wealth LLC
✚
|
|
|---|---|
| CRD # | 299805 |
| SEC # | 801-114547 |
| CIK # | 0001633172, 0001845251 |
| AUM | 2,735.6 M (2026-06-15) |
| Employees | 78 (83% Investors, 19% Brokers) |
| Phone | 404-841-2224 |
| Address | 3550 Lenox Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.7 | ||
| Nvidia Corp | 23.0 | ||
| Microsoft Corp | 16.8 | ||
| Alphabet Inc | 11.7 | ||
| Amazon Com Inc | 10.8 | ||
| Broadcom Inc | 9.4 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,692 | 0.8 |
| (b) Individuals (high net worth individuals) | 5,877 | 1.7 |
| (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 | 72 | 0.1 |
| (h) Charitable organizations | 61 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 301 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,003 | 2.7 |
| By Discretionary | ||
| Discretionary | 8,992 | 2.7 |
| Non-Discretionary | 11 | 0.0 |
| Total | 9,003 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 9,003 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633172] | |
| 13F-HR | [0001845251] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rothschild Investment LLC
✚
|
IL | 2,792.2 M |
|
JB Capital LLC
✚
|
CT | 2,784.5 M |
|
Equity Services Inc
✚
|
VT | 2,777.4 M |
|
Arete Wealth Advisors LLC
✚
|
IL | 2,745.4 M |
|
SSB Wealth Management Inc
✚
|
VA | 2,725.7 M |
|
Bill Few Associates Inc
✚
|
PA | 2,723.2 M |
|
Duncan Williams Asset Management LLC
✚
|
TN | 2,694.4 M |
|
Analyst Portfolio Management Ltd
✚
|
2,686.3 M | |
|
Main Street Research LLC
✚
|
CT | 2,681.9 M |
|
Multnomah Group Inc
✚
|
OR | 2,666.6 M |