Bison Wealth, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated June 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$2,735,571,106 as of October 2026, filing dated September 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

CAPITAL DEFENDER ADVISORS, LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES, LIGHTMAN CAPITAL, LLC., MC2 WEALTH MANAGEMENT LLC, POWER MY 401(K), SERVE AND PROTECT FINANCIAL, THE HOLLOWAY PARTNERSHIP, TRINITY STREET FINANCIAL, ZENITH RETIREMENT PLANNING

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (7 years)

Employees

Total: 78. Performing investment advisory functions: 65.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

18 other offices, as of the October 2026 filing

Athens, TXAtlanta, GABrownstone, PAChapel Hill, NCClive, IAEagle, IDGainesville, FLGarden City, NYGreensboro, NCHartwell, GAKing of Prussia, PALongview, TXNorthville, MIPalm Beach Gardens, FLSarasota, FLTyler, TXVirginia Beach, VAWest des Moines, IA

States registered or notice-filed

33 states or jurisdictions

ALARCACOCTFLGAIAIDILKYLAMAMDMIMNMOMSNCNENHNJNYOHPARISCTNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $307,125,099 in the October 2021 data and $2,735,571,106 in the October 2026 data, up 791%.

Total employees: 11 in October 2021 and 78 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added an office in Atlanta, GA.
   • Added an office in Brownstone, PA.
   • Added an office in Clive, IA.
   • Added an office in Gainesville, FL.
   • Added an office in Northville, MI.
2. July 2026
   • Added the business name Power My 401(K).
   • Changed its office addresses in Tyler, TX.
3. April 2026
   • Employees performing advisory functions went from 66 to 65.
   • Its Item 11 disclosure answers changed (now yes: 11.D(2); now no: 11.D(1)).
   • Added the business name MC2 Wealth Management LLC.
   • No longer lists the business name Truadvice LLC.
   • No longer lists the business name Armis Advisers.
   • No longer lists the business name Retirement Key.
   • No longer lists the business name Andersen Wealth.
   • No longer lists the business name Solid Wealth Company.
   • No longer lists the business name Truadvice Wealth Management.
   • No longer lists the business name Edwards Financial Strategies.
   • No longer lists the business name Safe Harbor Retirement Advisors Inc..
   • Added an office in King of Prussia, PA.
   • Added an office in Palm Beach Gardens, FL.
   • Added an office in West des Moines, IA.
   • No longer lists an office in Atlanta, GA.
   • No longer lists an office in Frisco, TX.
   • No longer lists an office in Hopkins, MN.
   • No longer lists an office in Naples, FL.
   • No longer lists an office in Rome, GA.
   • Registered or notice-filed in RI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.