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Bison Wealth, LLC

Multifamily office listing in Atlanta, Georgia, United States.

  • SEC-registered
Regulatory AUM
$2.7 billion
Employees
78
Clients
1-10
SEC CRD
299805

Bison Wealth is an SEC registered investment adviser offering planning, investment management, and family office capabilities from Atlanta, Georgia.12

Overview

Bison Wealth, LLC is listed as an SEC registered investment adviser under the legal name BISON WEALTH, LLC, with CRD 299805.1 Its principal office is in Atlanta, Georgia, and the supplied SEC record reports 19 other offices.1 The firm’s website lists locations across Georgia, Idaho, Iowa, Florida, Michigan, New York, North Carolina, Pennsylvania, and Virginia.5

The firm says it was created by a multi billion dollar family office to make family office knowledge and resources available to families of all sizes.2 It describes its work as personalized retirement and wealth management solutions.2

History

Bison says it was founded by The Terry and Kim Pegula Family Office, known as East Asset Management, together with operating partner Teton Capital Partners.3 The About page identifies Brad Ball as founder of Teton Capital Partners and lists him as a Bison founder.3

Leadership

Justin Boller is listed as CEO and CIO.3 Greg Wright is listed as CEO and COO.3 Thomas Scaturro is listed as President, Private Wealth.3 Victor Wilkerson is listed as President, Wealth Advisory.3 Katie Bruckert is listed as CFO.3 Jason Luhan is listed as CCO and General Counsel.3

Services

The SEC record lists financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other advisers, and educational seminars among the firm’s advisory services.1 Reported fee types are percentage of assets under management, hourly fees, and fixed fees.1

Bison identifies Planning, Investments, and Innovation and Family Office as core offerings.2 Its planning services include estate planning, wealth transfer, business succession planning, risk planning for wealth protection, education planning, philanthropic planning, and education of future generations.4

The firm describes its investment capabilities as multi manager and open architecture.4 It lists strategic and tactical investment approaches, a disciplined security selection process, public and private market strategies, objective based portfolio construction, and disciplined monitoring and rebalancing.4

Its innovation and family office capabilities include direct indexing with tax loss harvesting and exclusive strategies designed for wealthy families.4 The firm says its systems provide insight into clients’ other custodied assets.4 The website also announces Bison Managed 401(k), a service in which Bison advisers actively manage an existing 401(k) account.2

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Business owner services
  • Retirement planning

Client focus

The SEC record reports individual, institutional, pension plan, charity, and other client categories.1 The firm says its mission is to create a wealth plan for each family by listening first and capturing what matters most to clients.2 It says advisers use technology, investment solutions, compliance resources, and client support to serve clients.2

Investment philosophy and approach

The firm says it executes plans using dynamic investment solutions, competitive technology, and innovative tax planning strategies tailored to client goals.2 Its published approach combines multi manager and open architecture capabilities with strategic and tactical methods, disciplined security selection, objective based portfolio construction, and ongoing monitoring and rebalancing.4

Assets and minimums

As of September 30, 2026, the SEC record reports regulatory assets under management of $2,735,571,106 and 78 employees.1 It reports 2,692 non high net worth individual clients with $820,671,331 in assets and 5,877 high net worth individual clients with $1,723,409,796 in assets.1 It also reports 72 pension plan clients with $54,711,424 in assets, 61 charity clients with $27,355,711 in assets, and 301 clients in the Other category with $109,422,844 in assets.1

By the numbers

Regulatory AUM by year$0K$757M$1.5B$2.3B$3.0B2019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 299805. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2019$142 million$49 million$92 million
2020$159 million$64 million$94 million
2021$307 million$173 million$135 million
2022$546 million$318 million$228 million
2023$454 million$284 million$171 million
2025$2.8 billion$2.6 billion$165 million
2026$2.7 billion$2.7 billion$4 million
Average AUM per client by year$0K$2M$4M$6M$8M2019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 299805. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2019$4 million
2020$5 million
2021$7 million
2022$3 million
2023$318,123
2025$873,443
2026$303,851
Clients by type (2026)High net worth individuals5,877Individuals2,692Corporations301Pension plans72Charities61
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 299805. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals2,692
High net worth individuals5,877
Pension plans72
Charities61
Corporations301
Employees by year0214364862019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 299805. As of .
Employees reported on Form ADV
YearEmployees
20196
20207
202111
202220
202315
202578
202678

Ranks #6 of 6 SEC-registered firms in GA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 299805. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What does Bison Wealth offer?

Bison offers financial planning, investment management, pension consulting, adviser selection, educational seminars, and family office capabilities.124

Who leads Bison Wealth?

The listed leadership team includes Justin Boller, Greg Wright, Thomas Scaturro, Victor Wilkerson, Katie Bruckert, and Jason Luhan.3

Where does Bison Wealth operate?

Bison’s principal office is in Atlanta, Georgia, and its website lists locations across nine states.15

  • LocationMultifamily offices in Atlanta

    This Atlanta-focused directory helps a family or business owner compare the types of multifamily offices serving the region. Reviewing nearby firms can clarify which providers discuss investment management, financial planning, tax matters, estate planning, philanthropy, or business owner needs, and can inform questions for an initial conversation with Bison Wealth.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A reader considering Bison Wealth can use these materials to organize questions about estate planning, tax planning, family transfers, and charitable giving before speaking with an Atlanta adviser about personal or business circumstances.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com provides databases covering family offices and investors. These listings can help a business owner or wealthy family understand how firms are categorized, identify organizations serving similar client types, and prepare a broader comparison alongside Bison Wealth's investment management, planning, and family office capabilities.

  • GuideFiduciary duty vs suitability

    This explainer distinguishes fiduciary duty from the suitability standard used in financial services. Understanding the difference gives a prospective client a basis for asking how an adviser handles recommendations, conflicts, and ongoing responsibilities when discussing investments, retirement planning, tax issues, or estate goals with Bison Wealth.

  • Similar firmsNicholas Hoffman & Company
    RONALD BLUE & CO., LLC
    BT Family Office

    Profiles of Nicholas Hoffman & Company, RONALD BLUE & CO., LLC, and BT Family Office give readers additional firms to examine on the same site. Comparing their stated services, locations, and client focus can help an Atlanta family or business owner frame questions for a conversation with Bison Wealth.

Sources

  1. SEC IAPD firm summary, as of September 30, 2026
  2. Bison Wealth home page, accessed October 23, 2026
  3. Bison Wealth About page, accessed October 23, 2026
  4. Bison Wealth Advisory Services, accessed October 23, 2026
  5. Bison Wealth Locations, accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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