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Robert Thompson Davis

BISON ADVISORS, LLC·HARTWELL, Georgia
Series 65Clean record12 years registeredBISON ADVISORS, LLC
140 CATEECHEE TRAIL, HARTWELL, GA 30643CRD# 6273640Firm CRD# 299805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Thompson Davis · HARTWELL, GA
Registration
CRD #6273640 · BISON ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ADVOCACY WEALTH MANAGEMENT, LLC
Nov 2021 – present
BISON ADVISORS
Feb 2019 – Sep 2021
HARTWELL, GA
ADVOCACY WEALTH MANAGEMENT, LLC
Feb 2014 – Jan 2019
Hartwell, GA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 3, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BISON ADVISORS, LLC
CRD 299805 · SEC 801-114547
AUM
$1.2B
Regulatory assets under management
Employees
39
6,352 client accounts
Services offered by BISON ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BISON ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Robert Thompson Davis offer?
Robert Thompson Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARTWELL, Georgia for a consultation.
What are Robert Thompson Davis's credentials?
Robert Thompson Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Thompson Davis located?
Robert Thompson Davis is based in HARTWELL, Georgia, working with BISON ADVISORS, LLC. Their office serves clients in the HARTWELL metropolitan area and surrounding communities.
How does Robert Thompson Davis charge for services?
Robert Thompson Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BISON ADVISORS, LLC?
BISON ADVISORS, LLC has approximately 39 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BISON ADVISORS, LLC

Latasha Bond Williams
HARTWELL, GA
Victor Patrick Wilkerson
HARTWELL, GA
CFPChFC
Blake Ryan Schaper
HARTWELL, GA
Jason Eric Luhan
HARTWELL, GA
Lane Manning Turner
HARTWELL, GA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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