Bison Wealth, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 299805
· SEC file 801-114547
· Atlanta, GA
· mc2wealthmgmt.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 9,003
- Avg AUM / client
- $304K
- Accounts
- 9,003
- Employees
- 78
AUM over time
$0
$2.8B
Dec 2018
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,692 | $821M | 30.0% |
| High net worth individuals | 5,877 | $1.7B | 63.0% |
| Pension and profit sharing plans | 72 | $54.7M | 2.0% |
| Charitable organizations | 61 | $27.4M | 1.0% |
| Corporations and other businesses | 301 | $109M | 4.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(k) Profit Sharing Plan Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. | 2024 | |
| Sihle Insurance Group, Inc. Savings Plan Sihle Insurance Group, Inc. | 2024 | |
| Dynafire, Llc 401(k) P/S Plan Dynafire, Llc | 2024 | |
| Iowa Limestone Company Profit Sharing Plan Iowa Limestone Company Dba Ilc Resources | 2024 |
People (63)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pegula, Kim, S | Managing Member | Jul 2010 (16y) | ≈ 18.75% – 56.25% via East Asset Management, Llc | |
| Pegula, Terrence, M | Managing Member | Jul 2010 (16y) | ≈ 18.75% – 56.25% via East Asset Management, Llc | |
| Blake Ryan Schaper | Cfo | Nov 2018 (8y) | Less than 5% | |
| Lane Manning Turner | Coo | Nov 2018 (8y) | Less than 5% | |
| Victor Patrick Wilkerson | President | CFP Chartered Financial Consultant | Nov 2021 (5y) | Less than 5% |
| Ball, George, Bradley | Member | Aug 2022 (4y) | ≈ 4.69% – 25% via Teton Capital Partners, Llc | |
| Wright, Gregory, Thomas | Ceo/Cio | Aug 2022 (4y) | Less than 5% | |
| Jason Eric Luhan | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Richard Anthony Mcgrath | Registered representative | Jun 2021 (5y) | ||
| Steven William Clark | Registered representative | Aug 2021 (5y) | ||
| Dustin Thomas Casebolt | Registered representative | Sep 2021 (5y) | ||
| Jacob Charles Duvall | Registered representative | Nov 2021 (5y) | ||
| Jacob Lee Tornow | Registered representative | Jan 2022 (5y) | ||
| Bethany R. Wheeler | Registered representative | Jul 2023 (3y) | ||
| Erin Lyn Holloway | Registered representative | Dec 2023 (3y) | ||
| Jeremy Brent Johnson | Registered representative | Dec 2023 (3y) | ||
| Dirk Wall | Registered representative | Dec 2023 (3y) | ||
| Michael Joseph Murray | Registered representative | Dec 2023 (3y) | ||
| Christopher Barron Sleight | Registered representative | Dec 2023 (3y) | ||
| Robert Charles Martin | Registered representative | Apr 2024 (2y) | ||
| Becky Lightman | Registered representative | Oct 2024 (2y) | ||
| Lawrence M Sasso | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Thomas Francis Scaturro | Registered representative | Nov 2024 (2y) | ||
| James Joseph Mctiernan | Registered representative | Jan 2025 (2y) | ||
| Ashley Lynn Hethershaw | Registered representative | Jan 2025 (2y) | ||
| Elio Chiarelli | Registered representative | Jan 2025 (2y) | ||
| James Joseph Ahern | Registered representative | Jan 2025 (2y) | ||
| Matthew Joseph Creciun | Registered representative | CFP | Jan 2025 (2y) | |
| Raymond E Hansen | Registered representative | Jan 2025 (2y) | ||
| William Edward Mc Enroe | Registered representative | Jan 2025 (2y) | ||
| Mary Patricia Tupper | Registered representative | Jan 2025 (2y) | ||
| Rand Harrison Siegel | Registered representative | Jan 2025 (2y) | ||
| John Thomas Williams | Registered representative | CFP | Jan 2025 (2y) | |
| Esteven Enrique Ladron De Guevara | Registered representative | Jan 2025 (2y) | ||
| Jacob Guevara | Registered representative | Jan 2025 (2y) | ||
| Michelle Lisette Beall | Registered representative | Jan 2025 (2y) | ||
| Matthew David Goss | Registered representative | Jan 2025 (2y) | ||
| Thomas Garcia | Registered representative | Jan 2025 (2y) | ||
| Brian Keith Mcginnis | Registered representative | Jan 2025 (2y) | ||
| Evangeline Stratis | Registered representative | Jan 2025 (2y) | ||
| Ronald Joseph Savarese | Registered representative | Jan 2025 (2y) | ||
| Justin Caldwell Boller | Registered representative | CFA | Jan 2025 (2y) | |
| Dominic Di Maccio | Registered representative | Feb 2025 (1y) | ||
| Anthony Lourido | Registered representative | CFA | Feb 2025 (1y) | |
| Joseph Anthony Martinez | Registered representative | Mar 2025 (1y) | ||
| John Picardi | Registered representative | Mar 2025 (1y) | ||
| Aaron Ray Fisher | Registered representative | Apr 2025 (1y) | ||
| Michelle Y Mangum | Registered representative | Apr 2025 (1y) | ||
| Scott Alan Anderson | Registered representative | Jun 2025 (1y) | ||
| Russell Edward Harris | Registered representative | Aug 2025 (1y) | ||
| Seth Tyler Weiland | Registered representative | Sep 2025 (1y) | ||
| Antonio Ladron De Guevara | Registered representative | Jan 2026 (1y) | ||
| Spencer Michael Bowman | Registered representative | Feb 2026 (0y) | ||
| Randy Nevins | Registered representative | Feb 2026 (0y) | ||
| Rush Merrill James | Registered representative | Feb 2026 (0y) | ||
| Jackson Edmiston | Registered representative | Feb 2026 (0y) | ||
| Nicholas Anthony Fontanella | Registered representative | Feb 2026 (0y) | ||
| Perry Owens Smith | Registered representative | Mar 2026 (0y) | ||
| Julie Ann Coleman | Registered representative | Apr 2026 (0y) | ||
| Gregory S Owsiany | Registered representative | Apr 2026 (0y) | ||
| James Michael Hawbaker | Registered representative | May 2026 (0y) | ||
| Joshua Colson Rodriguez | Registered representative | Jun 2026 (0y) | ||
| Mary Sue Hanson Kent | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bison Holdings, Llc | Owner | Mar 2021 | A | 75% or more |
| East Asset Management, Llc | Member | Mar 2021 | B | ≈ 37.5% – 75% via Bison Holdings, Llc |
| Teton Capital Partners, Llc | Member | Mar 2021 | B | ≈ 18.75% – 50% via Bison Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pegula, Kim, S: 50% – 75% of East Asset Management, Llc × 50% – 75% of Bison Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Pegula, Terrence, M: 50% – 75% of East Asset Management, Llc × 50% – 75% of Bison Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Ball, George, Bradley: 25% – 50% of Teton Capital Partners, Llc × 25% – 50% of Bison Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- East Asset Management, Llc: 50% – 75% of Bison Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Teton Capital Partners, Llc: 25% – 50% of Bison Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(k) Profit Sharing Plan | Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. | 214 | $25.2M | 01/01/2024 |
| Sihle Insurance Group, Inc. Savings Plan | Sihle Insurance Group, Inc. | 111 | $5.9M | 01/01/2024 |
| Dynafire, Llc 401(k) P/S Plan | Dynafire, Llc | 402 | $9.2M | 01/01/2024 |
| Iowa Limestone Company Profit Sharing Plan | Iowa Limestone Company Dba Ilc Resources | 168 | $24.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $978M (36% of AUM) Jun 2026
- Charles Schwab & Co. $520M (19% of AUM) Jun 2026
- Pontera $19.3M (1% of AUM) Feb 2024
- Reliance Trust Company $11.5M (8% of AUM) Oct 2019
- Iberiabank $10.1M (7% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗