# Bison Wealth, LLC

> 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.

- CRD: 299805
- Filed as: BISON WEALTH, LLC
- 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)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299805
- AdvisorCensus page: https://advisorcensus.com/firm/bison-wealth-llc-atlanta-ga-299805

## Quick answers

**How is Bison Wealth, LLC compensated?**
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).

**What does Bison Wealth, LLC's brochure say about its fees?**
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.

**Where is Bison Wealth, LLC located?**
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).

**Is Bison Wealth, LLC registered with the SEC or a state?**
Bison Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299805.

**How much does Bison Wealth, LLC manage?**
Bison Wealth, LLC reports $2,735,571,106 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Bison Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bison Wealth, LLC serve?**
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).

**Which custodians does Bison Wealth, LLC use?**
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.

**Does Bison Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Bison Wealth, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

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

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $2,735,571,106
- Discretionary: $2,732,024,588
- Non-discretionary: $3,546,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,692 | $820,671,331 |
| High net worth individuals | 5,877 | $1,723,409,796 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 72 | $54,711,424 |
| Charitable organizations | 61 | $27,355,711 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 301 | $109,422,844 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 78 total, 65 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299805

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Athens, TX
- Atlanta, GA
- Brownstone, PA
- Chapel Hill, NC
- Clive, IA
- Eagle, ID
- Gainesville, FL
- Garden City, NY
- Greensboro, NC
- Hartwell, GA
- King of Prussia, PA
- Longview, TX
- Northville, MI
- Palm Beach Gardens, FL
- Sarasota, FL
- Tyler, TX
- Virginia Beach, VA
- West des Moines, IA

### Websites listed on Form ADV (Item 1.I)
- bisonwealth.com
- capitaldefenderadvisors.com
- dominionwins.com
- lightmancapital.com
- mc2wealthmgmt.com
- powermy401k.com
- reddit.com/user/BisonWealthLLC/ u/BisonWealthLLC
- sassoinsurance.com
- teamserveprotect.com
- thehollowaypartnership.com
- truadvicellc.com
- truadvicewealth.com
- zenithretirement.com
- Facebook @BisonWealthLLC  Bison Wealth, LLC
- Instagram @bisonwealthllc
- LinkedIn @bison-wealth-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,125,099 | 11 | September 9, 2021 |
| October 2022 | $546,392,849 | 20 | September 20, 2022 |
| October 2023 | $1,366,557,672 | 39 | August 12, 2023 |
| October 2024 | $1,156,986,900 | 39 | September 27, 2024 |
| October 2025 | $2,753,091,446 | 78 | March 28, 2025 |
| October 2026 | $2,735,571,106 | 78 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### July 2026
- Added the business name Power My 401(K).
- Changed its office addresses in Tyler, TX.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bison Wealth, LLC (CRD 299805): Form ADV filing data as of October 2026.