Data / Investment advisers / Oklahoma / Bison Capital Advisors, LLC
Bison Capital Advisors, LLC, Oklahoma City, OK: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bison Capital Advisors, LLC is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $250 million in regulatory assets under management in its Form ADV filed May 9, 2025. Its clients include high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Bison Capital Advisors, LLC (CRD number 306471): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 306471
- SEC file number
- 801-118651
- SEC status
- Approved, effective April 30, 2020
- Main office
- 1601 NW Expressway Suite 1515, Oklahoma City, OK 73118
- Phone
- (405) 257-0646
- Website
- bisoncapadvisors.com
- Regulatory AUM
- $250,000,000 in the Form ADV filed May 9, 2025
- Discretionary AUM
- $240,000,000
- Non discretionary AUM
- $10,000,000
- Accounts
- 522
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 9, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $240 million |
| Pension and profit sharing plans | 18 | $10 million |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Access Financial Resources Inc. | Oklahoma City | $410.6 million | Not listed | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | $258.7 million | Not listed | adviserinfo.sec.gov |
| Humphreys Capital, LLC | Oklahoma City | $252.4 million | 5 | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | $250.4 million | Not listed | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6 million | Not listed | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | $221.3 million | Not listed | adviserinfo.sec.gov |
| Redstone Wealth Management, LLC | Oklahoma City | $187.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Bison Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.