SourcingSourcing

BISON CAPITAL ADVISORS, LLC

B53
CRD 306471·SEC 801-118651·OKLAHOMA CITY, OK
AUM
$250.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$750K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BISON CAPITAL ADVISORS, LLC
CRD
306471
SEC file #
801-118651
EIN
—
DBA names
—

Economics

AUM
$250.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$163.0M → $250.0M▲ +53%
Client mix
Individuals High Net Worth145
Pension Profit Sharing Plans18

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
05/09/2025
ADV-W filed at
—
Website
bisoncapadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OWENS, ROBERT, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OWENS, ROBERT, TODD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BISONCAPADVISORS.COM
Rdap Domain Creation Date
2019-05-03T19:46:46Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,994
Form 5500 Compensation Trajectory 3y
20257,994
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,994
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2444
Soi Zip Pct 200k Plus
0.107
Soi Zip Returns 200k Plus
670
Soi Zip Total AGI
634,101
Fdic Zip Total Deposits
138,956,869,000
Fdic Zip Branch Count
299
Fdic Zip Top Banks
MidFirst Bank
Midfirst Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Bank IV Oklahoma, National AssociationOklahoma City, OK
The Bankers BankOklahoma City, OK
Fdic Zip HHI
3590.01
Fdic Zip Top Bank Share Pct
56.03
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-03T19:46:46Z
Rdap Domain Last Changed
2025-05-12T13:31:29Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,580
Returns1,580
Stub 2
AGI59,813
Returns1,610
Stub 3
AGI61,433
Returns1,000
Soi Zip Total Business Income
30,908
Soi Zip Total Cap Gains
37,348
Soi Zip Total Dividends
19,036
Soi Zip Total Returns
6,260
Top Owner CRD
2567745
Trust Company Affiliate
No

People (2)

2
OWENS, ROBERT, TODD
IAR · Direct Owner · 87.5%
2567745
ALVIN LY
IAR
6268953