# BISON WEALTH, LLC

BISON WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 299805
- Type: SEC-registered investment adviser
- SEC file number: 801-114547
- Location: 3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, 30326
- Phone: 404-841-2224
- Latest filing: 2026-06-15
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $3.5M
- Clients: 78
- Accounts: 9,003

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Lane Manning Turner | COO; DIRECTOR OF OPERATIONS | — |
| Gregory Thomas Wright | CEO/CIO; CO-CEO/COO | — |
| Terrence M Pegula | MANAGING MEMBER | — |
| Kim S Pegula | MANAGING MEMBER | — |
| George Bradley Ball | MEMBER | — |
| Victor Patrick Wilkerson | PRESIDENT; PRESIDENT, WEALTH ADVISORY | — |
| Jason Eric Luhan | CHIEF COMPLIANCE OFFICER | — |
| Thomas Francis Scaturro | PRESIDENT, PRIVATE WEALTH | — |
| Justin Caldwell Boller | CO-CEO/CIO | — |
| Kathryn Eleanor Bruckert | CFO | — |
| Blake Ryan Schaper | CFO | — |
| BALL GEORGE BRADLEY | CEO & MANAGING MEMBER; MANAGING MEMBER; MEMBER | — |
| SCHELL CHARLES THOMAS | CEO; OWNER; OWNER, CEO | — |
| WRIGHT SEAN THOMAS | CEO/CIO; CIO; OWNER (+1 more) | — |
| WILKERSON VICTOR PATRICK | PRESIDENT | — |
| PEGULA TERRENCE M | MANAGING MEMBER | — |
| PEGULA KIM S | MANAGING MEMBER | — |
| LUHAN JASON ERIC | CHIEF COMPLIANCE OFFICER | — |
| Collins Kimberly Drew | COMPLIANCE OFFICER; MFO COMPLIANCE; OWNER, CCO | — |
| Schaper Blake Ryan | CFO; OWNER | — |
| Turner Lane Manning | COO; OWNER; OWNER, COO | — |
| DAVIS ROBERT THOMPSON | CXO; OWNER | — |
| Bond Williams LaTasha | CCO | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299805/similar
- Related entities: https://search.stillhousedata.com/firm/299805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299805

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.