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Robert Thompson Davis

BISON ADVISORS, LLC·HARTWELL, Georgia
Unclaimed Profile
140 CATEECHEE TRAIL, HARTWELL, GA 30643CRD# 6273640Firm CRD# 299805
01

About

Robert Thompson Davis is a registered financial advisor based in HARTWELL, Georgia, affiliated with BISON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BISON ADVISORS, LLC
BISON ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at BISON ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6273640
Firm CRD# 299805
1 disclosure on file
View on FINRA BrokerCheck →

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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 in HARTWELL
Victor Patrick Wilkerson — BISON ADVISORS, LLCCharles Thomas Schell — BISON ADVISORS, LLCJason Eric Luhan — BISON ADVISORS, LLCKimberly Drew Collins — BISON ADVISORS, LLCBlake Ryan Schaper — BISON ADVISORS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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