Bison Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$96,397,011
Total clients
275
15% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
69
Average account size
$350,535
About
Bison Financial Group provides investment advisory and portfolio management services to individuals and high‑net‑worth clients, delivering discretionary managed accounts, ongoing investment supervision, and a one‑time comprehensive financial plan. Clients can impose written restrictions on investments and receive account reporting at least quarterly.
The firm tailors investment advice to client objectives, time horizon, and risk tolerance and uses a mix of approaches including strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Its stated investment goal is to help clients maintain purchasing power over the long term while seeking to take market risks for which investors are typically compensated, and it recommends ongoing consultation with tax professionals because strategies may have meaningful tax consequences.
Distinctive features include the firm’s recent establishment in 2023 combined with roughly $96 million in managed assets, and that some representatives are also licensed insurance agents who may offer commissionable insurance products (the brochure discloses up to 30% of representatives’ time may be spent on insurance activities). The firm also recommends Charles Schwab as custodian and discloses receipt of informal soft‑dollar benefits from that relationship, and it limits ongoing written financial‑planning reporting to the single initial plan beyond regular account statements.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.70%
Fee-only: Annual fees range from 0.70% - 1.25% based on asset tier, charged monthly in arrears.
Main office location
Bison Financial Group, LLC
12645 Olive Boulevard, Suite 229
Creve Coeur MO 63141, United States
Number of offices
1
Most active in
Bison Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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