CRD: 149775
Bison Investment Advisors, LLC
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- Custodian
- Banque Pictet · Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-2009
- Office Locations
- 1
Office Locations
About Bison Investment Advisors, LLC
Bison Investment Advisors, LLC is an SEC-registered RIA serving retail and institutional clients, with a financial-planning-led approach for business owners and entrepreneurs. Portfolios aim to balance non-traded asset opportunities with liquidity needs, emphasizing cash-flow investments to reduce volatility and support disciplined decision-making in down markets. Works with Charles Schwab and uses Black Diamond and eMoney.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DWAYNE MARK TIDWELL
Chief Investment Officer, President
- CRD
- #2612587
- Ownership
- 75% or more
TARA ANNE ROMAN
Chief Compliance Officer, Investment Advisor, RELATIONSHIP MANAGER
- CRD
- #4323375
- Ownership
- Less than 5%
Radial value
Pathway wave crest
- CRD
- #45037
- Ownership
- 15.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,535,698 | $518,210 |
| Non-Discretionary | $0 | -- |
| Total | $157,535,698 | $518,210 |
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Separately Managed Accounts
Total SMA Asset: $149,732,654
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $185,084,195 | 14.8% |
| Equity - Exchange | $180,081,919 | 14.4% |
| Equity - OTC | $66,280,151 | 5.3% |
| Private Funds | $308,890,515 | 24.7% |
| Cash | $272,624,017 | 21.8% |
| U.S. Government/Agency | $237,608,088 | 19.0% |
| Total | $1,250,568,885 | 100.0% |