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BLUE BISON INVESTMENTS

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$121K

across 178 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients178

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, IN, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

178 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

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

GUINEA VALUE INVESTMENTS INC

$21M

THE FREEDOM EXPERIENCE, INC.

$20M

+36.7% 1Y

PATEL CAPITAL MANAGEMENT LLC

$20M

CORAX L.L.C.

JACKSON, WY

$20M

MARY J. SPITLER, MS, LLC

$24M

GAMMA PARADIGM CAPITAL, LP

CHEYENNE, WY

$24M

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