Craig
Hemenway

Bison Wealth, LLC

CRD#2518338
Investment Advisor
in Charleston, SC

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About this Advisor

Craig Hemenway is a financial advisor based in Charleston, South Carolina, working with Bison Wealth, LLC. Craig has previously held positions at Polaris Investment Partners, Inc, Apollon Wealth Management, LLC, and Bison Wealth, LLC. Craig has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and South Carolina. Currently, Craig is part of Bison Wealth, LLC, which operates out of Charleston, South Carolina. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Charleston, SC

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Bison Wealth, LLC Brokerage Details

Total Assets Under Management

$1,605,442,799

SC Average: $3,570,121,308
Total Number of Employees

47

SC Average: 58
Total Number of Accounts

4,347

SC Average: 1,608
Average Account Size

$369,322

SC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Craig Hemenway Work History

2023 - Present (2 years)

Bison Wealth, LLC

2018 - 2022 (4 years)

Apollon Wealth Management, LLC

1997 - 2018 (21 years)

Polaris Investment Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Hemenway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bison Wealth, LLC

Amos Beason
Atlanta, GA
Ashley Hethershaw
Atlanta, GA
William Mcenroe
Atlanta, GA
Ronald Savarese
Atlanta, GA
Thomas Garcia
Atlanta, GA
Kyle Crawford
Atlanta, GA
William Grasty
Atlanta, GA
Richard Sampley
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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