Bison Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,000,000
Clients
145
Advisors
2
of 4 employees
About
Bison Capital Advisors serves high‑net‑worth individuals, trusts, pension and profit‑sharing plans, and corporate clients, offering discretionary asset management and retirement plan consulting. The firm provides asset management exclusively through a sponsored wrap fee program and delivers plan services that include investment policy development, investment option evaluation, asset allocation modeling, monitoring, and participant education.
Investment advice for wrap clients is managed on an individualized, discretionary basis using fundamental analysis and strategic asset allocation, with periodic reviews at least annually and off‑cycle reviews for material events. The firm typically maintains client cash in relatively conservative vehicles (money market funds, CDs, high‑grade commercial paper or government‑backed instruments) and requires a $500,000 minimum for its Wrap Asset Management service.
What distinguishes Bison from many peers is that it both sponsors and limits its asset management offering to a wrap fee program, and it leverages Fidelity’s institutional platform for custody/execution while using a third‑party Pontera platform to manage held‑away defined‑contribution participant accounts. The firm’s client roster is concentrated among high‑net‑worth households (it does not serve lower‑asset individual clients) and it documents procedures around standing letters of instruction and third‑party money movement to address custody‑related risks.
Client services
Fee options
Account minimum: $500,000
Main office
1601 NW Expressway, Suite 1515
Oklahoma City OK 73118
Advisors at this office
2
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alvin L
CFA®, Series 63
Oklahoma City, OK
Bison Capital Advisors, LLC
Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.
Robert O
CFA®, Series 63, Series 65
Oklahoma City, OK
Bison Capital Advisors, LLC
Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.
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