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BISON WEALTH, LLC

ATLANTA, GA · CRD 299805 · IAPD ↗ · mc2wealthmgmt.com · 404-841-2224

$2.74BRegulatory AUM
65Advisory reps
78Employees
0Clients
1-10Planning clients
0Private funds
33States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — BISON WEALTH, LLC added office(s): 14 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — BISON WEALTH, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — BISON WEALTH, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — BISON WEALTH, LLC moved its main office from HARTWELL, GA to ATLANTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2025 — BISON WEALTH, LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2025 — BISON WEALTH, LLC notice-filed in CO, CT, NE, NH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2025 — BISON ADVISORS is now doing business as BISON WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
72
February 2025 — BISON WEALTH, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
February 2025 — BISON WEALTH, LLC reported RAUM up 138% ($1.16B -> $2.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
February 2025 — BISON WEALTH, LLC grew from 33 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
October 2024 — BISON ADVISORS changed its website from thehollowaypartnership.com to armisadvisers.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
October 2024 — BISON ADVISORS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — BISON ADVISORS changed its website from uturnequity.com to thehollowaypartnership.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — BISON ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
March 2024 — BISON ADVISORS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — BISON ADVISORS notice-filed in NY, OH, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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