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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2019
- Office Locations
- 36
Office Locations
About Bison Wealth, LLC
Bison Advisors (Bison Wealth, LLC) is a planning-first fiduciary firm providing financial planning, investment management, insurance, and portfolio construction for individuals and entities, including charitable and multi-generational needs. The team emphasizes data-driven, efficient planning to pursue more predictable outcomes, with portfolios that can incorporate ETFs, mutual funds, and fixed income. Differentiator: 70+ years of combined military experience; custody includes Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN CALDWELL BOLLER
Chief Investment Officer, CO-CEO
- CRD
- #4072599
- Ownership
- Less than 5%
Kathryn Eleanor Bruckert
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JAMES JOSEPH AHERN
Financial Advisor
- CRD
- #6822256
Scott Alan Anderson
--
- CRD
- #8108911
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,732,024,588 | $303,828 |
| Non-Discretionary | $3,546,518 | $322,411 |
| Total | $2,735,571,106 | $303,851 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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