{ "crd_number": 306471, "slug": "bison-capital-advisors-llc-oklahoma-city-ok-306471", "primary_business_name": "BISON CAPITAL ADVISORS, LLC", "legal_name": "BISON CAPITAL ADVISORS, LLC", "dbas": [], "city": "Oklahoma City", "state": "OK", "country": "United States", "cbsa_code": "36420", "metro": { "cbsa_code": "36420", "common_name": "Oklahoma City", "msa_name": "Oklahoma City, OK", "path": "/advisors/ok/oklahoma-city" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-04-30", "years_registered": 6, "period": "2026-10-01", "filing_date": "2025-05-09", "carried_forward": false, "raum_total": 250000000.0, "raum_discretionary": 240000000.0, "raum_non_discretionary": 10000000.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 4, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "pension_profit_sharing": { "raum": 10000000.0, "count": 18 }, "high_net_worth_individuals": { "raum": 240000000.0, "count": 145 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "OK", "TX" ], "websites": [ "https://bisoncapadvisors.com", "https://linkedin.com/company/bison-capital-advisors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306471", "city_as_filed": "OKLAHOMA CITY", "url": "https://advisorcensus.com/firm/bison-capital-advisors-llc-oklahoma-city-ok-306471", "display_name": "Bison Capital Advisors, LLC", "summary": "Bison Capital Advisors, LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 9, 2025.", "citation": "AdvisorCensus. Bison Capital Advisors, LLC (CRD 306471): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Bison Capital Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bison Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Bison Capital Advisors, LLC located?", "a": "Bison Capital Advisors, LLC's principal office is in Oklahoma City, OK, according to its Form ADV." }, { "q": "Is Bison Capital Advisors, LLC registered with the SEC or a state?", "a": "Bison Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306471." }, { "q": "How much does Bison Capital Advisors, LLC manage?", "a": "Bison Capital Advisors, LLC reports $250,000,000 in regulatory assets under management in its Form ADV filing dated May 9, 2025 (96% discretionary)." }, { "q": "How have Bison Capital Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Bison Capital Advisors, LLC: Regulatory assets under management: $204,150,000 in the October 2021 data and $250,000,000 in the October 2026 data, up 22%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bison Capital Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (145); pension and profit sharing plans (but not the plan participants or government pension plans) (18)." }, { "q": "Does Bison Capital Advisors, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306471" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 204150000.0, "total_employees": 3, "filing_date": "2021-03-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 202440000.0, "total_employees": 4, "filing_date": "2022-03-15" }, { "period": "2023-10-01", "regulatory_assets_under_management": 185400000.0, "total_employees": 4, "filing_date": "2023-02-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 239960000.0, "total_employees": 4, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 250000000.0, "total_employees": 4, "filing_date": "2025-05-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 250000000.0, "total_employees": 4, "filing_date": "2025-05-09" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bison-capital-advisors-llc-oklahoma-city-ok-306471.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 145, "fewer_than_5": false, "raum": 240000000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 18, "fewer_than_5": false, "raum": 10000000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306471", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }