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| Happy Holidays!! thanks for using AUM13F!! |
| Bison Wealth LLC
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| CRD # | 299805 |
| SEC # | 801-114547 |
| CIK # | 0001845251, 0001633172 |
| AUM | $2.8 B (2025-03-28) |
| Employees | 78 (85% Investors, 18% Brokers) |
| Phone | 404-841-2224 |
| Address | 3550 Lenox Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001845251 0001633172 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.8 | ||
| Microsoft Corp | 18.4 | ||
| Nvidia Corp | 16.7 | ||
| Amazon Com Inc | 9.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,071 | 0.2 |
| (b) Individuals (high net worth individuals) | 849 | 1.5 |
| (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 | 124 | 0.2 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1,060 | 0.7 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,112 | 2.8 |
| By Discretionary | ||
| Discretionary | 8,913 | 2.6 |
| Non-Discretionary | 199 | 0.2 |
| Total | 9,112 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 9,112 | 2.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633172] | |
| 13F-HR | [0001845251] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arvest Investments Inc
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|
AR | 2.8 |
|
Voya Financial Advisors Inc
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|
CT | 2.7 |
|
BLB & B Advisors LLC
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PA | 2.7 |
|
Certified Advisory Corp
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FL | 2.7 |
|
Strategic Blueprint LLC
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|
GA | 2.7 |
|
Bill FEW Associates Inc
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|
PA | 2.6 |
|
Aprio Wealth Management LLC
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|
GA | 2.6 |
|
Oneascent Financial Services LLC
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|
AL | 2.6 |
|
Capital Counsel LLC
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|
NY | 2.6 |
|
Investment Consulting Group Inc
✚
|
IA | 2.6 |