Overview
Assets Under Management: $240 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 145
Average Client Assets: $2 million
Frequently Asked Questions
BISON CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306471), BISON CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BISON CAPITAL ADVISORS, LLC is headquartered in OKLAHOMA CITY, OK.
BISON CAPITAL ADVISORS, LLC serves 145 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BISON CAPITAL ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
BISON CAPITAL ADVISORS, LLC manages $240 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BISON CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 513
Discretionary Accounts: 501
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 306471
Last Filing Date: 2024-03-28 00:00:00
Website: https://bisoncapadvisors.com