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BISON CAPITAL ADVISORS, LLC

1601 Nw Expressway
Suite 1515
Oklahoma City, Oklahoma 73118
Tel: (405) 257-0646

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About BISON CAPITAL ADVISORS, LLC

BISON CAPITAL ADVISORS, LLC, formally registered with the SEC as BISON CAPITAL ADVISORS, LLC. The firm was established in 04/30/2020. They have over 1 offices throughout the country.

BISON CAPITAL ADVISORS, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $239,960,000 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306471
SEC#801-118651
Assets Managed by Firm$239,960,000
No. of Clients513
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total513$239,960,000
High net worth individuals145$230,500,000
Pension and profit sharing plansFewer than 5 clients$9,460,000

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