Wealth manager, wrap-program sponsor · Oklahoma City, OK
Bison Capital Advisors, LLC
SEC-registered investment adviser · CRD 306471 · SEC 801-118651
At a glance
Bison Capital Advisors, LLC is an SEC-registered investment adviser based in Oklahoma City, Oklahoma, with $250 million in regulatory assets under management as of its Form ADV filed May 9, 2025. Its largest client group by assets is high-net-worth individuals, and it reports 145 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,006th of 8,915 wealth managers and 11,102nd of 17,210 SEC-registered advisers by assets.
bisoncapadvisors.comAs filed on Form ADV
- Regulatory AUM
- $250M
- Rank among wealth managers
- #5,006 of 8,915
- Rank among all SEC RIAs
- #11,102 of 17,210
- Rank in Oklahoma
- #49 of 84
- Individual clients
- 145
- High-net-worth clients
- 145
- Accounts
- 522
- Discretionary
- 96% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Custody and brokerage
Custodian
Bison Capital Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 145 | $240M | 96% |
| Pension and profit sharing plans | 18 | $10M | 4% |
Disciplinary disclosures
Bison Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗bisoncapadvisors.com ↗
AtlasMembers
The full record on Bison Capital Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,352 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bison Capital Advisors, LLC manage?
Bison Capital Advisors, LLC reports $250 million in regulatory assets under management across 522 accounts, 96% of it on a discretionary basis, on its Form ADV filed May 9, 2025.
What kind of firm is Bison Capital Advisors, LLC?
Bison Capital Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Bison Capital Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($240 million, 145 clients); pension and profit sharing plans ($10 million, 18 clients).
Does Bison Capital Advisors, LLC have any disciplinary history?
Bison Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bison Capital Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →