# Bisonwood Financial Management

> Bisonwood Financial Management is a state-registered investment advisory firm in Austin, TX, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 137846
- Filed as: BISONWOOD FINANCIAL MANAGEMENT
- Legal name: Bisonwood Investments, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137846
- AdvisorCensus page: https://advisorcensus.com/firm/bisonwood-financial-management-austin-tx-137846

## Quick answers

**How is Bisonwood Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Bisonwood Financial Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bisonwood Financial Management located?**
Bisonwood Financial Management's principal office is in Austin, TX, according to its Form ADV.

**Is Bisonwood Financial Management registered with the SEC or a state?**
Bisonwood Financial Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 137846.

**How much does Bisonwood Financial Management manage?**
Bisonwood Financial Management reports $61,556,724 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does Bisonwood Financial Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (9).

**Does Bisonwood Financial Management 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/137846

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $61,556,724
- Discretionary: $61,556,724
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,370,354 |
| High net worth individuals | 19 | $59,186,370 |

### 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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bisonwood.com](https://bisonwood.com)
- [traffasset.com](https://traffasset.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bisonwood Financial Management (CRD 137846): Form ADV filing data as of October 2026.