BW
BISON WEALTH, LLC
SEC RegisteredATLANTA, GAhttps://zenithretirement.com404-841-2224
Assets Under Management
$1B–$5B
Employees
78
Office Locations
16 offices
Total Accounts
9003
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
investment_managementtax_planningcharitable_givingsocial_securitymedicarecash_flow_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,692 | $821M |
| High Net Worth Individuals | 5,877 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 72 | $55M |
| State/Municipal Entities | 61 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Kimberly Drew Collins
OWNER, CCO
Charles Thomas Schell
OWNER
Blake Ryan Schaper
OWNER
Lane Manning Turner
OWNER
Gregory Thomas Wright
OWNER
Robert Thompson Davis
OWNER
Office locations
16 offices in 7 states
GA
ATLANTAHQ
TX
TYLER
TX
ATHENS
VA
VIRGINIA BEACH
GA
ATLANTA
GA
ATLANTA
GA
ROME
TX
LONGVIEW
CA
SAN DIEGO
FL
NAPLES
NC
CHAPEL HILL
FL
SARASOTA
TX
FRISCO
FL
NAPLES
MN
HOPKINS
NC
GREENSBORO
Advisors at this firm
29 advisors in the directory
James Joseph Ahern
Investment Adviser Representative
Scott Alan Anderson
Investment Adviser Representative
Michelle Lisette Beall
Investment Adviser Representative
Elio Chiarelli
Investment Adviser Representative
Julie Ann Coleman
Investment Adviser Representative
Aaron Ray Fisher
Investment Adviser Representative
Nicholas Anthony Fontanella
Investment Adviser Representative
Thomas Garcia
Investment Adviser Representative
Matthew David Goss
Investment Adviser Representative
Jacob Guevara
Investment Adviser Representative
Ashley Lynn Hethershaw
Investment Adviser Representative
Erin Lyn Holloway
Investment Adviser Representative
Rush Merrill James
Investment Adviser Representative
Antonio Ladron De Guevara
Investment Adviser Representative
Esteven Enrique Ladron De Guevara
Investment Adviser Representative
Becky Lightman
Investment Adviser Representative
Anthony Lourido
Investment Adviser Representative
Joseph Anthony Martinez
Investment Adviser Representative
William Edward McEnroe
Investment Adviser Representative
Brian Keith McGinnis
Investment Adviser Representative
Richard Anthony McGrath
Investment Adviser Representative
Michael Joseph Murray
Investment Adviser Representative
Randy Nevins
Investment Adviser Representative
Gregory S Owsiany
Investment Adviser Representative
John Picardi
Investment Adviser Representative
Thomas Francis Scaturro
Investment Adviser Representative
Christopher Barron Sleight
Investment Adviser Representative
Evangeline Stratis
Investment Adviser Representative
Mary Patricia Tupper
Investment Adviser Representative
Regulatory & compliance
CRD number
#299805
SEC Number
801-114547
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
zenithretirement.comPhone
404-841-2224Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BISON WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.