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BISON INVESTMENT ADVISORS, LLC

THE WOODLANDS, TX · CRD 149775 · IAPD ↗ · bisoninvestmentadvisors.com · 281-665-3616

$157.5MRegulatory AUM
2Advisory reps
4Employees
1Clients
n/aPlanning clients
1Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — BISON INVESTMENT ADVISORS, LLC (THE WOODLANDS, TX) is newly SEC-registered with $140.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.