$250.0M Total AUM
$240.0M Disc. AUM
7.1% 3Y CAGR
4 Employees
163 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge legacyAtlas wave
- Established Date
- 04-30-2020
- Office Locations
- 1
Office Locations
1601 NW Expressway Suite 1515 Oklahoma City OK
About Bison Capital Advisors, LLC
Bison Capital Advisors, LLC is an Oklahoma City RIA serving retail and institutional clients with discretionary asset management, portfolio construction, and retirement plan support. The firm emphasizes diversified asset allocation using ETFs and index funds alongside fixed income and other public-market exposures, and highlights an entrepreneur client focus. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$83.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Delta ridge Wave
Client Personas
Timber
Investment Themes
Horizon catalyst Momentum
Investment Vehicles
Eagle Legacy vertex
Platform
Crest Fusion momentum
Services
Legacy atlas Pathway atlas
Technology
Radial ember Insight
Owner & Executives
ROBERT TODD OWENS
Chief Compliance Officer, Owner, Portfolio Manager, President
- CRD
- #2567745
- Ownership
- 75% or more
(372) 346-4343
capital.legacy@atlascapital.com
in linkedin.com/in/matrix-pioneer
Showing 1 of 1 owners & executives
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A
ALVIN LY
Assistant Portfolio Manager
- CRD
- #6268953
(765) 651-1306
peak.element@signalcapital.com
in linkedin.com/in/signal-vector
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,000,000 | $476,190 |
| Non-Discretionary | $10,000,000 | $555,556 |
| Total | $250,000,000 | $478,927 |
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Separately Managed Accounts
Total SMA Asset: $250,000,000
Equity - Exchange:
13.8% Corporate - Investment Grade:
13.4% U.S. Government/Agency:
18.7% Cash:
8.4% Corporate - Non-Investment Grade:
19.0% Municipal Bonds:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $185,274,426 | 13.8% |
| Corporate - Investment Grade | $179,904,152 | 13.4% |
| U.S. Government/Agency | $251,060,272 | 18.7% |
| Cash | $112,775,737 | 8.4% |
| Corporate - Non-Investment Grade | $255,087,977 | 19.0% |
| Municipal Bonds | $358,465,738 | 26.7% |
| Total | $1,342,568,302 | 100.0% |