David Michael Yormick
Investment adviser representative at Bison Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
$131MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Summit Capital, Inc.Nov 2019 to now
- Bison Wealth Management, LLC.Jan 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Bison Wealth Management, LLC
$131MAssets managed
160Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2294565
- Firm CRD
- 340724