Bison Wealth, LLC

Bison Wealth, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,218,215,159 in 3,402 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,218
    MILLION
  • Total Number of Accounts
    3,402
    ACCOUNTS
  • Average Account Value
    $358,088
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Bison Wealth, LLC
Showing 1 - 10 of 25 top financial advisors.
1
James J. Ahern
CRD#: 6822256
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

James Ahern (CRD# 6822256) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

2
Amos T. Beason
CRD#: 1108655
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Amos Beason (CRD# 1108655) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

3
Elio Chiarelli
CRD#: 5824081
4061 Nw 43rd Street, Suite 16, Gainesville, FL 32606

Elio Chiarelli (CRD# 5824081) is an Investment Advisor Representative working at Bison Wealth, LLC in Gainesville, FL and has over 12 years of experience in the finance industry.

4
Kyle W. Crawford
CRD#: 4565459
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

5
Rebecca W. Creavin
CRD#: 3076244
Sea Cliff, NY

Rebecca Creavin (CRD# 3076244) is an Investment Advisor Representative working at Bison Wealth, LLC in Sea Cliff, NY and has over 25 years of experience in the finance industry.

6
James P. Funk
CRD#: 4140260
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

James Funk (CRD# 4140260) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

7
William T. Grasty
CRD#: 3090316
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

William Grasty (CRD# 3090316) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

8
Raymond E. Hansen
CRD#: 4810621
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Raymond Hansen (CRD# 4810621) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

9
Michelle Y. Mangum
CRD#: 1586526
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Michelle Mangum (CRD# 1586526) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 36 years of experience in the finance industry.

10
Eliot D. Marr
CRD#: 5463664
1112 Channelside Dr., Tampa, FL 33602

Eliot Marr (CRD# 5463664) is an Investment Advisor Representative working at Bison Wealth, LLC in Tampa, FL and has over 15 years of experience in the finance industry.

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