# Bison Wealth Management, LLC

> Bison Wealth Management, LLC is an SEC-registered investment advisory firm in Lyndhurst, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 340724
- Filed as: BISON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lyndhurst, OH
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340724
- AdvisorCensus page: https://advisorcensus.com/firm/bison-wealth-management-llc-lyndhurst-oh-340724

## Quick answers

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

**How much does Bison Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 11, 2026 states: Hourly rate: $150 an hour (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bison Wealth Management, LLC located?**
Bison Wealth Management, LLC's principal office is in Lyndhurst, OH, according to its Form ADV.

**Is Bison Wealth Management, LLC registered with the SEC or a state?**
Bison Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340724.

**How much does Bison Wealth Management, LLC manage?**
Bison Wealth Management, LLC reports $131,028,624 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Bison Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (48).

**Which custodians does Bison Wealth Management, LLC use?**
Bison Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bison Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340724

**Does Bison Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "Bison Wealth generally does not impose a minimum relationship size."

**What changed in Bison Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NY, TX, VA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: None

> Bison Wealth generally does not impose a minimum relationship size.

- Hourly rate: $150 an hour (stand-alone financial planning services)

> The Advisor also offers stand-alone financial planning services at an hourly rate of $ 150 per hour.

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.

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: $131,028,624
- Discretionary: $131,028,624
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $36,799,667 |
| High net worth individuals | 48 | $94,228,957 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bisonllc.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NY, TX, VA.

### September 2026
- Registered or notice-filed in FL, SC.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bison Wealth Management, LLC (CRD 340724): Form ADV filing data as of October 2026.