SourcingSourcing

BISON CAPITAL GROUP, LLC

C38
CRD 315170·SEC 801-122750·EDMOND, OK
AUM
$306.2M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$919K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BISON CAPITAL GROUP, LLC
CRD
315170
SEC file #
801-122750
EIN
882016084
DBA names
—

Economics

AUM
$306.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$183.6M → $306.2M▲ +67%
Client mix
Pooled Investment Vehicles31

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
EDMOND OK
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bisoncapitalgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Brewer, Erin, Gillogly
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Brewer, Erin, Gillogly
Brewer, Shawn, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
BISONCAPITALGROUP.COM
Rdap Domain Creation Date
2015-10-15T03:57:55Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001930185
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-05-26
Edgar Last Filing Date
2022-05-26
Edgar Form D Count
1
Edgar Form D Offerings
2022-05-262022-05-26 · 0001930185-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3564
Soi Zip Pct 200k Plus
0.1324
Soi Zip Returns 200k Plus
3,470
Soi Zip Total AGI
3,483,999
Fdic Zip Total Deposits
31,240,672,000
Fdic Zip Branch Count
552
Fdic Zip Top Banks
Kirkpatrick Bank
MidFirst Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
16312 MUIRFIELD PLACEEDMOND, OK 73013
Business
16312 MUIRFIELD PLACEEDMOND, OK 73013
Edgar EIN
882016084
Edgar Recent Filings
D2022-05-26 · 0001930185-22-000001
Fdic Zip Branches Raw
American Bank and TrustEdmond, OK
Bank of Oklahoma, National AssociationEdmond, OK
Fdic Zip HHI
1126.84
Fdic Zip Top Bank Share Pct
30.02
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-15T03:57:55Z
Rdap Domain Last Changed
2025-10-15T11:45:43Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.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
AGI70,206
Returns5,890
Stub 2
AGI174,743
Returns4,720
Stub 3
AGI217,757
Returns3,520
Soi Zip Total Business Income
80,251
Soi Zip Total Cap Gains
244,870
Soi Zip Total Dividends
86,568
Soi Zip Total Returns
26,210
Top Owner CRD
7454611
Trust Company Affiliate
No

People (3)

3
Brewer, Erin, Gillogly
Direct Owner · 62.5%
7454611
Brewer, Shawn, David
Direct Owner · 62.5%
7454616
Bobo, Robert, Preston
Executive Officer · 2.5%
8176775