Bison Wealth, LLC

Registered investment adviser · Atlanta, GA · CRD #299805

Form ADV data as of 2026-09-01

Regulatory assets

$2.74 billion

Total accounts

9,003

Employees

Disclosure events

Firm details

Website: https://mc2wealthmgmt.com/
Telephone: 404-841-2224
SEC file number: 801-114547
Most recent Form ADV filing: 2026-06-15
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 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

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.73 billion
Non-discretionary regulatory assets under management	$3.5 million
Total regulatory assets under management	$2.74 billion
Discretionary accounts	8,992
Non-discretionary accounts	11
Total accounts	9,003
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	78
Employees performing investment advisory functions (including research)	65
Employees who are registered representatives of a broker-dealer	15
Employees registered as investment adviser representatives with a state	65
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	45
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
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	$0
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

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

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Other investment adviser (including financial planners)Accountant or accounting firm

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 brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,692	$820.7 million
High net worth individuals	5,877	$1.72 billion
Pension and profit sharing plans (not the participants or government plans)	72	$54.7 million
Charitable organizations	61	$27.4 million
Corporations or other businesses not listed above	301	$109.4 million