Wealth manager, independent · The Woodlands, TX
Bison Investment Advisors, LLC
SEC-registered investment adviser · CRD 149775 · SEC 801-133931
At a glance
Bison Investment Advisors, LLC is an SEC-registered investment adviser based in The Woodlands, Texas, with $158 million in regulatory assets under management as of its Form ADV filed March 4, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 158 individual clients. By Form ADV it is a wealth manager, ranked 6,695th of 8,915 wealth managers and 13,443rd of 17,210 SEC-registered advisers by assets.
Main office 281-665-3616bisoninvestmentadvisors.comAs filed on Form ADV
- Regulatory AUM
- $158M
- Rank among wealth managers
- #6,695 of 8,915
- Rank among all SEC RIAs
- #13,443 of 17,210
- Rank in Texas
- #899 of 1,081
- Individual clients
- 158
- High-net-worth clients
- 59
- Accounts
- 304
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Dwayne M. TidwellPresident and Chief Investment Officer
- Tara A. RomanRelationship Manager and Chief Compliance Officer
- David A. TurnerManaging Director, Senior Financial Advisor
Custody and brokerage
5 custodians
- Charles Schwab$68M45%
- Megatal Capital Investments$28M19%
- Banque Pictet & CIE SA$22M15%
- Keystone National Group$20M13%
- Inspira Financial Trust$12M8%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 59 | $78M | 50% |
| Individuals | 99 | $67M | 43% |
| Pooled investment vehicles | 1 | $8M | 5% |
| Corporations or other businesses | 6 | $4M | 3% |
Private funds
Bison Investment Advisors, LLC reports 1 private funds with $8M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Bison Investment Advisors, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bisoninvestmentadvisors.com ↗
AtlasMembers
The full record on Bison Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,499 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bison Investment Advisors, LLC manage?
Bison Investment Advisors, LLC reports $158 million in regulatory assets under management across 304 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 4, 2026.
What kind of firm is Bison Investment Advisors, LLC?
Bison Investment Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Bison Investment Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($78 million, 59 clients); individuals ($67 million, 99 clients); pooled investment vehicles ($8 million, 1 clients).
Does Bison Investment Advisors, LLC manage private funds?
Yes. It reports 1 private funds with $8 million in gross assets, including private equity funds.
Does Bison Investment Advisors, LLC have any disciplinary history?
Bison Investment Advisors, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bison Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →