Bison Investment Advisors, LLC

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Client assets under management

$145,392,155

Clients

158

37% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$920,204

About

Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans and business entities. The firm also offers qualified retirement‑plan consulting, held‑away account services and business consulting, and serves as investment adviser to a proprietary pooled vehicle, Grand Parkway Capital Fund I, LP.

The firm’s investment approach blends multiple asset classes and sub‑sectors—cash, fixed income, equities and alternatives (including real estate, metals, hard assets and certain long/short or market‑neutral strategies)—and tailors allocations to each client’s goals, risk tolerance and time horizon. Bison may use unaffiliated managers for alternative strategies, manages assets in both separate accounts and pooled vehicles, and makes performance‑based fee arrangements available to qualified investors in its partnership.

A noteworthy feature of the firm is that it acts as general partner and private fund adviser to a proprietary limited partnership offered only to its clients, a role that is statistically uncommon for firms in this peer group and that the brochure discloses may present potential conflicts (for example, valuation discretion and fee allocation). The firm’s disclosure also notes a resolved 2023 enforcement matter with the Texas regulator related to leveraged ETF holdings and client restitution.

Client services

Portfolio management Pension consulting Selection of other advisers Business consulting

Expertise

Wealth management Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees possible for Business Consulting services; specific amounts vary per engagement

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%

Project-based

Hourly fees possible for Business Consulting services; specific rates not stated

Performance-based

Performance-based fees charged only to qualified clients in the investment partnership; specific rates vary and are disclosed in offering documents

Other

Account minimum: $250,000 Minimum fee: $1,000 per annum minimum for Qualified Retirement Plan Consulting services

Main office location

Bison Investment Advisors, LLC

10055 Grogans Mill, Suite 120

The Woodlands TX 77380, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 281-665-3616

Advisors at this firm

David T

CFP®, Series 63, Series 65

The Woodlands, TX

Bison Investment Advisors, LLC

David Turner is a CFP® with 23 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2019. He has previously worked at Kestra Financial Services, Inc., Nfp Advisors, and Arthur J. Gallagher & Co. In addition to his advisory role, he works as an independent life insurance agent on a limited basis. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance and serves as general partner and adviser to a proprietary private fund available exclusively to its clients.

Wealth management Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive

Tara R

Series 65

The Woodlands, TX

Bison Investment Advisors, LLC

Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and serves as general partner and adviser to a proprietary limited partnership available exclusively to its clients.

Wealth management Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive

Dwayne T

CFP®, Series 63, Series 65

The Woodlands, TX

Bison Investment Advisors, LLC

Dwayne Tidwell is a CFP® professional with 30 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance, managing assets through separate accounts and proprietary pooled vehicles.

Wealth management Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive

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