AdvisorRanked
95
Clean

ABRAMS BISON INVESTMENTS, L.L.C.

3 BETHESDA METRO CENTER, BETHESDA, MD 20814
Fiduciaryfee-onlySEC Registered
301-657-5925 CRD #137183
$3.0B
Assets Managed
6
Clients
11
Employees
20
Years Active
since 2006

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46163. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 20 years.

Firm Details

Legal NameABRAMS BISON INVESTMENTS, L.L.C.
CRD Number#137183
SEC RegisteredYes
Registration Date2006-01-27
States RegisteredMD
Assets Under Management$3.0B
Number of Clients6
Employees11
Compensation Typefee-only
Last ADV Filing46163

Other Advisors in BETHESDA

View all advisors in BETHESDA

Frequently Asked Questions

Is ABRAMS BISON INVESTMENTS, L.L.C. a fiduciary?

Yes. ABRAMS BISON INVESTMENTS, L.L.C. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ABRAMS BISON INVESTMENTS, L.L.C. charge clients?

ABRAMS BISON INVESTMENTS, L.L.C. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ABRAMS BISON INVESTMENTS, L.L.C. have any complaints?

No. ABRAMS BISON INVESTMENTS, L.L.C. has zero complaints or disciplinary actions on file with the SEC or FINRA across 20 years of operation.

How does ABRAMS BISON INVESTMENTS, L.L.C. compare to other advisors in BETHESDA?

ABRAMS BISON INVESTMENTS, L.L.C. has a Red Flag Score of 95/100. There are 49 registered advisory firms in BETHESDA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46163. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.