Bison Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,698,240
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,616,373
About
Bison Wealth Management LLC provides discretionary asset management and customized portfolio services to individuals, high net worth individuals, and trusts. The firm emphasizes active asset management aimed at capital appreciation while preserving assets and reports approximately $10 million in assets under management as of December 31, 2024.
The adviser employs both fundamental and technical analysis to develop tailored asset allocations and implements strategies that include long- and short-term purchases with periodic rebalancing. Accounts are managed on a discretionary basis, with regular monitoring and client reporting through custodian statements and trade confirmations, and the firm cites use of resources such as financial press, filings, and company disclosures.
Noteworthy items in the ADV include references to plan-related accounts and institutional custodial arrangements and participation in Charles Schwab’s institutional advisor program, which provides economic benefits to the adviser — disclosures that can be atypical for a small, single-owner practice. The brochure also discloses that the principal may receive additional compensation from another adviser for client referrals and that the owner, Pomeroy Smith II, serves as the firm’s Chief Compliance Officer and sole supervisory authority.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Fee options
$0 - $10,000,000: 1% per annum $10,000,000 - $25,000,000: 0.5% per annum $25,000,000+: Negotiable
Account minimum: $500,000.00 (may be negotiable) Fee-only: Annual asset management fees as per tiered schedule, no commissions or performance fees
Main office location
Bison Wealth Management, LLC
Raleigh NC, United States
Number of offices
1
Most active in
Bison Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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