SourcingSourcing

BISON INVESTMENT ADVISORS, LLC

B61
CRD 149775·SEC 801-133931·THE WOODLANDS, TX
AUM
$157.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$473K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BISON INVESTMENT ADVISORS, LLC
CRD
149775
SEC file #
801-133931
EIN
834387920
DBA names
—

Economics

AUM
$157.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$140.1M → $157.5M▲ +12%
Client mix
Individuals Other99
Individuals High Net Worth59
Corporations6
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
THE WOODLANDS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
bisoninvestmentadvisors.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIDWELL, DWAYNE, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TIDWELL, DWAYNE, MARK
ROMAN, TARA, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BISONINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2021-05-26T17:46:52Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001774415
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-07-25
Edgar Last Filing Date
2022-10-04
Edgar Form D Count
6
Edgar Form D Offerings
2022-10-042022-10-04 · 0001774415-22-000001
2021-07-092021-07-09 · 0001774415-21-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2101 CEDAR SPRINGS ROADSUITE 700DALLAS, TX 75201
Business
2101 CEDAR SPRINGS ROADSUITE 700DALLAS, TX 75201
Edgar EIN
834387920
Edgar Recent Filings
D/A2022-10-04 · 0001774415-22-000001
D/A2021-07-09 · 0001774415-21-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-26T17:46:52Z
Rdap Domain Last Changed
2026-05-05T00:37:21Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2612587
Trust Company Affiliate
No

People (3)

3
TIDWELL, DWAYNE, MARK
IAR · Direct Owner · 87.5%
2612587
ROMAN, TARA, ANNE
IAR · Executive Officer · 2.5%
4323375
TURNER, DAVID, ALLEN
IAR · Executive Officer · 2.5%
4579017