{
  "crd_number": 299805,
  "slug": "bison-wealth-llc-atlanta-ga-299805",
  "primary_business_name": "BISON WEALTH, LLC",
  "legal_name": "BISON WEALTH, LLC",
  "dbas": [
    "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"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-30",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 2735571106.0,
  "raum_discretionary": 2732024588.0,
  "raum_non_discretionary": 3546518.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 78,
  "advisory_employees": 65,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 27355711.0,
      "count": 61
    },
    "individuals": {
      "raum": 820671331.0,
      "count": 2692
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 54711424.0,
      "count": 72
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1723409796.0,
      "count": 5877
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 109422844.0,
      "count": 301
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AR",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bisonwealth.com",
    "https://capitaldefenderadvisors.com",
    "https://dominionwins.com",
    "https://facebook.com/BisonWealthLLC  Bison Wealth, LLC",
    "https://instagram.com/bisonwealthllc/ @Bisonwealthllc",
    "https://lightmancapital.com",
    "https://linkedin.com/company/bison-wealth-llc",
    "https://mc2wealthmgmt.com",
    "https://powermy401k.com",
    "https://reddit.com/user/BisonWealthLLC/ u/BisonWealthLLC",
    "https://sassoinsurance.com",
    "https://teamserveprotect.com",
    "https://thehollowaypartnership.com",
    "https://truadvicellc.com",
    "https://truadvicewealth.com",
    "https://zenithretirement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299805",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805",
  "display_name": "Bison Wealth, LLC",
  "summary": "Bison Wealth, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Bison Wealth, LLC (CRD 299805): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Bison Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bison Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Bison Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bison Wealth, LLC located?",
      "a": "Bison Wealth, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bison Wealth, LLC registered with the SEC or a state?",
      "a": "Bison Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299805."
    },
    {
      "q": "How much does Bison Wealth, LLC manage?",
      "a": "Bison Wealth, LLC reports $2,735,571,106 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bison Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bison Wealth, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bison Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5,877); individuals (other than high net worth individuals) (2,692); corporations or other businesses not listed above (301)."
    },
    {
      "q": "Which custodians does Bison Wealth, LLC use?",
      "a": "Bison Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bison Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299805"
    },
    {
      "q": "What changed in Bison Wealth, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: 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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 307125099.0,
      "total_employees": 11,
      "filing_date": "2021-09-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 546392849.0,
      "total_employees": 20,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1366557672.0,
      "total_employees": 39,
      "filing_date": "2023-08-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1156986900.0,
      "total_employees": 39,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2753091446.0,
      "total_employees": 78,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2735571106.0,
      "total_employees": 78,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Power My 401(K).",
        "Changed its office addresses in Tyler, TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The Advisory Fee paid to Bison is negotiable between client and Adviser and is calculated as a percent of the value of the account managed as defined in the IAA but will not exceed 2.0% annually."
        ]
      }
    ],
    "quotes": [
      "The Advisory Fee paid to Bison is negotiable between client and Adviser and is calculated as a percent of the value of the account managed as defined in the IAA but will not exceed 2.0% annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2692,
      "fewer_than_5": false,
      "raum": 820671331.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5877,
      "fewer_than_5": false,
      "raum": 1723409796.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 54711424.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 61,
      "fewer_than_5": false,
      "raum": 27355711.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 301,
      "fewer_than_5": false,
      "raum": 109422844.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299805",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}