CRD: 306471
Bison Capital Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2024 and May 9, 2025, reported AUM increased 4.2%, from $240.0M to $250.0M.
Across 5 reported observations, AUM increased 22.5% between March 9, 2021 and May 9, 2025, from $204.2M to $250.0M.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 3 advisory representatives and 163 clients, or 54.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 9, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROBERT TODD OWENS
Chief Compliance Officer, Owner, Portfolio Manager, President
- CRD
- #2567745
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALVIN LY
Assistant Portfolio Manager
- CRD
- #6268953
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Bison Capital Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.