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Bison Financial Group, LLC

Bison Financial Group, LLC. CRD 325190

B

CRD: 325190

Bison Financial Group, LLC

Creve Coeur, MO, 63141
3149495595
www.bisonfingroup.com
$96.4M Total AUM
$96.4M Disc. AUM
-- 3Y CAGR
4 Employees
275 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial
Clients
Retail
Platforms
--
Established Date
04-14-2023
Office Locations
1

Office Locations

12645 Olive Boulevard Suite 229 Creve Coeur MO

About Bison Financial Group, LLC

Bison Financial Group is a Missouri-based, fee-based fiduciary advisory firm serving families—especially Missouri educators—through PSRS/PEERS pension analysis, comprehensive financial planning, and ongoing investment management. Portfolios are designed to align with broader planning goals, with a strategic partnership with Fiducient Advisors providing research-driven investment support and tools. Public filings indicate portfolios are primarily ETF-based.

Team overview

33 AVG AGE
$24.1M AVG AUM / ADVISOR
$350.5K AVG AUM / CLIENT
3.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Ember quantum

Client Personas

Value oak North glacier Summit

Custodian

Ridge beacon Radial catalyst Foundation signal

Investment Themes

Unison summit Vector Beacon peak

Investment Vehicles

Quantum pathway

Platform

Peak Wave summit

Services

Focus Foundation atlas Foundation atlas Meridian Harbor Fusion North focus

Owner & Executives

JORDAN ST CLAIR

JORDAN ST CLAIR

Chief Compliance Officer, Managing Member

CRD
#6127522
Ownership
75% or more
(982) 695-6206
radial.meridian@bridgecapital.com
in linkedin.com/in/frontier-beacon
S

SHELLEY CHRISTIAN

Owner, Partner

CRD
#6924488
Ownership
5% but less than 10%
(536) 622-9319
bridge.horizon@glaciercapital.com
in linkedin.com/in/harbor-oak
W

Wave glacier

Ember vital pathway

CRD
#53669
Ownership
48.6%
(922) 815-5205
pioneer.foundation@vectorcapital.com
in linkedin.com/in/meridian-unison

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Contacts

D

DAVID HOLT WORLEY

Partner

CRD
#3004078
(367) 360-9083
ember.zenith@vectorcapital.com
in linkedin.com/in/ember-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $96,397,011 --
Non-Discretionary $0 --
Total $96,397,011 --

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Separately Managed Accounts

Total SMA Asset: $96,397,011

$96.4M Total SMA
Equity - Exchange:
51.6%
Cash:
48.4%
Asset class Assets Assets %
Equity - Exchange $2,771,801,888 51.6%
Cash $2,599,907,197 48.4%
Total $5,371,709,085 100.0%

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