Bison Investment Advisors, Llc
- Regulatory AUM
- $158M
- Discretionary
- $158M
- Clients
- 165
- Avg AUM / client
- $955K
- Accounts
- 304
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $67.0M | 42.5% |
| High net worth individuals | 59 | $78.4M | 49.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $7.8M | 4.95% |
| Corporations and other businesses | 6 | $4.3M | 2.76% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dwayne Mark Tidwell | Registered representative | CFP | Feb 2013 (13y) | |
| Tara Anne Roman | Registered representative | Dec 2015 (11y) | ||
| David Allen Turner | Registered representative | CFP | Aug 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $68.2M (43% of AUM) Mar 2026
- Megatal Capital Investments $28.0M (18% of AUM) Mar 2026
- Banque Pictet & Cie Sa $21.8M (14% of AUM) Mar 2026
- Keystone National Group $19.7M (12% of AUM) Mar 2026
- Inspira Financial $12.4M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗