Bison Investment Advisors, LLC

Registered investment adviser · The Woodlands, TX · CRD #149775

Form ADV data as of 2026-09-01

Regulatory assets

$157.5 million

Total accounts

304

Employees

Disclosure events

Firm details

Website: https://www.bisoninvestmentadvisors.com
Telephone: 281-665-3616
SEC file number: 801-133931
Most recent Form ADV filing: 2026-03-04
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$157.5 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$157.5 million
Discretionary accounts	304
Non-discretionary accounts	0
Total accounts	304
Regulatory assets under management attributable to non-U.S. persons	$4.4 million

People

Total employees (excluding clerical)	4
Employees performing investment advisory functions (including research)	2
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	3
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
Client funds and securities held in a related person's custody	$7.8 million
Clients for whom a related person has custody	43
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers)Other

Affiliated related persons

Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	99	$67.0 million
High net worth individuals	59	$78.4 million
Pooled investment vehicles (other than investment companies and BDCs)	1	$7.8 million
Corporations or other businesses not listed above	6	$4.3 million