David Traff
Bisonwood Investments · Austin, Texas
David Traff is a fee-only financial advisor at Bisonwood Investments in Austin, Texas. David focuses on small business owners, family wealth transfer and retirement planning. Bisonwood Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Bisonwood Investments |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $61.6M across 81 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 1131878 |
| Exams passed | Series 63 (1983) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bisonwood.com |
How David's firm compares
- Bisonwood Investments's average account is about $760,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about David
Is David Traff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Bisonwood Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Bisonwood Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is David Traff based?
David Traff is based in Austin, Texas.
What does David specialize in?
David's specialties include small business owners, family wealth transfer and retirement planning. David works with founders and multi-generational families.
Is David Traff registered with the SEC?
Yes. David Traff is registered as an investment adviser representative in LA and TX (CRD 1131878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bisonwood Investments manage?
Bisonwood Investments reports $61.6M across 81 accounts in assets under management.
How do I contact David Traff?
Through David's website, www.bisonwood.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bisonwood Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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