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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- OakEagle alpha
- Established Date
- 08-07-2018
- Office Locations
- 1
Office Locations
About Bison Wealth Management, LLC
Bison Wealth Management LLC (founded 2018, Raleigh, NC) is a fiduciary RIA led by Pomeroy Smith II, helping individuals navigate life transitions with personalized financial planning and portfolio management. Their ongoing process starts with cash-flow and net-worth analysis to build, monitor, and adjust customized portfolios aligned to goals, time horizon, and risk tolerance. Portfolios skew toward ETFs; custody via Schwab/TD Ameritrade.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
POMEROY SMITH II
Chief Compliance Officer, Investment Advisor Representative, MANAGING DIRECTOR
- CRD
- #1414989
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,698,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,698,240 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,698,240
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,789,641,551 | 27.5% |
| Cash | $1,483,775,540 | 22.8% |
| Public Funds | $3,234,370,367 | 49.7% |
| Total | $6,507,787,458 | 100.0% |