THE WOODLANDS, TXCRD 149775Latest ADV March 4, 2026
Bison Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 4, 2026, reports $158M in regulatory assets under management, 4 employees, 1 office, and 304 accounts.
Assets Under Management
$158M
Employees
4
Offices
1 office
Total Clients
165
Primary office
THE WOODLANDS, TX
10055 GROGANS MILL, SUITE 120, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
99
2
HNWI
35.8%
59
3
Corporations
3.6%
6
4
Pooled Investment Vehicles
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 4, 2026
Discretionary100.0%
$158M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts304
10Y AUM Change+$17M (+12.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.