Wealth manager, independent · Atlanta, GA
Bison Wealth, LLC
SEC-registered investment adviser · CRD 299805 · SEC 801-114547
At a glance
Bison Wealth, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $2.7B in regulatory assets under management as of its Form ADV filed September 30, 2026. It reports 8,569 individual clients, 5,877 of them high-net-worth, holding an average of about $0.3 million each, and 78 employees. That ranks it 408th among the nation’s 5,657 independent wealth management RIAs and 21st of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 404-841-2224bisonwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among independent wealth managers
- #408 of 5,657
- Rank among all SEC RIAs
- #2,998 of 17,210
- Rank in Georgia
- #21 of 171
- Individual clients
- 8,569
- High-net-worth clients
- 5,877
- Accounts
- 9,003
- Discretionary
- 100% of AUM
- Employees
- 78
- Advisory staff
- 65
- Offices
- 20
Owners and executives on its Form ADV
- Lane M. TurnerDirector of Operations
- Gregory T. WrightCo-Ceo/coo
- Victor P. WilkersonPresident, Wealth Advisory
- Jason E. LuhanChief Compliance Officer
- Thomas F. ScaturroPresident, Private Wealth
- Justin C. BollerCo-Ceo/cio
- Kathryn E. BruckertCFO
Custody and brokerage
Broker-dealer
Hybrid RIA
Bison Wealth, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 5,877 | $1.7B | 63% |
| Individuals | 2,692 | $821M | 30% |
| Corporations or other businesses | 301 | $109M | 4% |
| Pension and profit sharing plans | 72 | $55M | 2% |
| Charitable organizations | 61 | $27M | <1% |
Disciplinary disclosures
Bison Wealth, LLC answers yes to 1 disclosure item 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
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bisonwealth.com ↗
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- Assets, accounts, clients and staff, 6 years of filings
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- 7 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Advocacy Wealth Management, LLCAtlanta | $3.2B | 1,658 |
| LCP Institutional, LLCAtlanta | $3.2B | 119 |
| MontagAtlanta | $3.0B | 477 |
| Strategic Blueprint, LLCAtlanta | $2.5B | 3,338 |
| Arcus Capital Partners, LLCAtlanta | $2.5B | 447 |
| Sound View Wealth Advisors Group, LLCSavannah | $2.3B | 927 |
Background
Questions
How much does Bison Wealth, LLC manage?
Bison Wealth, LLC reports $2.7B in regulatory assets under management across 9,003 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
How many clients does Bison Wealth, LLC have?
It reports 8,569 individual clients: 5,877 high-net-worth individuals and 2,692 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Bison Wealth, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 20 offices in total and 78 employees, 65 of whom perform investment advisory functions.
How does Bison Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Bison Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 30, 2026, it reports these amounts held: Fidelity ($978M); Charles Schwab ($520M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Bison Wealth, LLC a hybrid RIA with a broker-dealer?
Bison Wealth, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Bison Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Bison Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 15 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Bison Wealth, 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 (2026-09-30), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →