# Bison Financial Group, LLC

> Bison Financial Group, LLC is a state-registered investment advisory firm in Creve Coeur, MO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 325190
- Filed as: BISON FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Creve Coeur, MO
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325190
- AdvisorCensus page: https://advisorcensus.com/firm/bison-financial-group-llc-creve-coeur-mo-325190

## Quick answers

**How is Bison Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bison Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Bison Financial Group, LLC located?**
Bison Financial Group, LLC's principal office is in Creve Coeur, MO, according to its Form ADV.

**Is Bison Financial Group, LLC registered with the SEC or a state?**
Bison Financial Group, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325190.

**How much does Bison Financial Group, LLC manage?**
Bison Financial Group, LLC reports $96,397,011 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Bison Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (40).

**Does Bison Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325190

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $96,397,011
- Discretionary: $96,397,011
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $54,894,600 |
| High net worth individuals | 40 | $41,502,411 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bisonfingroup.com
- Facebook facebook.com
- LinkedIn @bison-financial-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bison Financial Group, LLC (CRD 325190): Form ADV filing data as of October 2026.