Member · Bison Wealth, LLC
George B. Ball
CRD 1404412 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Bison Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.7 billion in regulatory assets, lists George B. Ball on its Form ADV as Member, a control person. The SEC filings also name George at 1 other registered adviser.
Firms and roles
- Bison Wealth, LLCMemberWealth manager · Atlanta, GA · $2.7B in regulatory assets
- Liquid Strategies, LLCManaging Member/ceoAsset manager · Atlanta, GA · $1.4B in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Lane M. TurnerDirector of Operations, Bison Wealth, LLC
- Gregory T. WrightCo-Ceo/coo, Bison Wealth, LLC
- Victor P. WilkersonPresident, Wealth Advisory, Bison Wealth, LLC
- Jason E. LuhanChief Compliance Officer, Bison Wealth, LLC
- Thomas F. ScaturroPresident, Private Wealth, Bison Wealth, LLC
6 more people named with George on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.