RIA Intel›Advisers›Missouri›BISON FINANCIAL GROUP, LLC

BISON FINANCIAL GROUP, LLC

Advisory

CREVE COEUR, MO

Data as of Jul 6, 2026 · Source: SEC Form ADV

Rank in MO
#267
of 342 advisers by AUM
Average account
$140K
across 690 accounts
AUM per adviser
$24M
4 advisers

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM
$96M
Discretionary %
100%
Clients
275
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$96M
Discretionary AUM$96M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients275
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

ITI FINANCIAL MANAGEMENT, L.L.C.
SPRINGFIELD, MO
$96M
4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
CREVE COEUR, MO
$98M
PORTFOLIO SERVICES GROUP, LLC
SPRINGFIELD, MO
$98M
ROGERS CONSULTING ASSOCIATES, INC.
ST. LOUIS, MO
$95M
DEW WEALTH STRATEGIES, LLC
CLAYTON, MO
$95M
-34.4% 1Y
BUSH O'DONNELL INVESTMENT ADVISORS, INC
ST LOUIS, MO
$93M
-42.2% 1Y

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