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BISONWOOD INVESTMENTS, INC.

Advisory

TYLER, TX

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

Rank in TX
#1,644
of 2,813 advisers by AUM
AUM change, 1 year
0.0%
40th percentile in TX
AUM CAGR, 3 year
+1.6%
compound annual growth
Average account
$760K
across 81 accounts
AUM per adviser
$31M
2 advisers
Filing history
17
filings since 2005

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

Total AUM
$62M
1-Year AUM Growth
0.0%
3-Year CAGR
+1.6%
Employees
3
Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingDec 5, 2005
Latest FilingFeb 6, 2026
Full AUM trend chart and 17 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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