BISON CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 306471
- Registered since
- April 30, 2020
- Website
- bisoncapadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96%
- Pension & Profit Sharing Plans4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bison Capital Advisors, LLC is a limited liability company that specializes in portfolio management for individual and small business clients. Established in 2020, the firm operates without a specific classification and does not engage in capital allocation or pension consulting. Bison Capital Advisors focuses on providing tailored investment strategies primarily to individuals and families, as well as institutional clients. The firm charges fees based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Investment Grade Corp Bonds11%
- US Government Bonds9%
- State & Local Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
2 of 2ALVIN LY
Assistant Portfolio ManagerCRD 6268953
ROBERT OWENS
PresidentCRD 2567745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 1601 NW Expressway
- Time zone
- CT (UTC-6)
- Office locations
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