Firm profile

BISON CAPITAL ADVISORS, LLC

OKLAHOMA CITY, OKCRD 306471Latest ADV May 9, 2025

Bison Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated May 9, 2025, reports $250M in regulatory assets under management, 4 employees, and 522 accounts.

Assets Under Management
$250M
Employees
4
Offices
--
Total Clients
163
Primary office
OKLAHOMA CITY, OK
1601 NW EXPRESSWAY, SUITE 1515, OKLAHOMA CITY, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert T. Owens

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 89.0% of total clients.
Top client categories% of clientsClients
1
HNWI
89.0%
145
2
Pension Plans
11.0%
18

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$250Mas of May 9, 2025
Discretionary96.0%
$240M
96% of total RAUM96.0%
Non-discretionary4.0%
$10M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$250M
Total Accounts522
10Y AUM Change+$87M (+53.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee41:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.