DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bison Capital Advisors, LLC
Latest filing May 9, 2025
First filing on the tape Apr 1, 2020 · 9 filings
SEC status approved since Apr 30, 2020
RAUM
$250M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
96%
$240M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$125M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$250M as of May 9, 2025
Mar 9, 2021$204M then
HNW client RAUM$240M as of May 9, 2025
Mar 9, 2021$201M then
State-registered IARs (5.B.3)2 as of May 9, 2025
Mar 9, 20211 then
Employees (5.A)4 as of May 9, 2025
Mar 9, 20213 then
Private funds: no history
RAUM +35% over the last fiscal year+7.0% a year over threeIARs 0 to 2
Practice profile
derived from the filing of May 9, 2025; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $125MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $478,927derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $240MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$240M96%
- Pension and profit-sharing plans$10.0M4.0%
- Individual clients
- n/areported
- HNW clients
- 145reported
- Pension plan clients
- 18reported
- Charitable clients
- n/areported
- Accounts
- 522reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Todd OwensChartered Financial Analyst | Oklahoma City, Ok | May 5, 2020 | 30 y | 2 |
| Alvin LyChartered Financial Analyst | Oklahoma City, Ok | Mar 15, 2024 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Robert Todd Owens from Baker Asset ManagementMay 5, 2020 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Todd Robert Owens · Owner & Chief Compliance Officercontrolsince 05/2020 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Oklahoma City, Ok · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 513 to 522Mar 28, 2024 to May 9, 2025
- Pension plan clients · unset to 18.0Mar 28, 2024 to May 9, 2025
- Financial planning clients · unset to Mar 28, 2024 to May 9, 2025
- Discretionary RAUM · $231M to $240MMar 28, 2024 to May 9, 2025
- HNW RAUM · $231M to $240MMar 28, 2024 to May 9, 2025
- Non-discretionary RAUM · $9.5M to $10.0MMar 28, 2024 to May 9, 2025
- Pension RAUM · $9.5M to $10.0MMar 28, 2024 to May 9, 2025
- RAUM · $240M to $250MMar 28, 2024 to May 9, 2025
- Accounts · 500 to 513Feb 2, 2023 to Mar 28, 2024
- HNW clients · 110 to 145Feb 2, 2023 to Mar 28, 2024
- Individual clients · 31.0 to unsetFeb 2, 2023 to Mar 28, 2024
- State-registered IARs · 0 to 2Feb 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $185M to $231MFeb 2, 2023 to Mar 28, 2024
- HNW RAUM · $179M to $231MFeb 2, 2023 to Mar 28, 2024
- Individual RAUM · 2000000.0 to unsetFeb 2, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $9.5MFeb 2, 2023 to Mar 28, 2024
- Pension RAUM · $4.4M to $9.5MFeb 2, 2023 to Mar 28, 2024
- RAUM · $185M to $240MFeb 2, 2023 to Mar 28, 2024
- Accounts · 475 to 500Mar 15, 2022 to Feb 2, 2023
- Advisory activities · 2 to 1Mar 15, 2022 to Feb 2, 2023
- HNW clients · 137 to 110Mar 15, 2022 to Feb 2, 2023
- Individual clients · 15 to 31Mar 15, 2022 to Feb 2, 2023
- State-registered IARs · 1 to 0Mar 15, 2022 to Feb 2, 2023
- Discretionary RAUM · $199M to $185MMar 15, 2022 to Feb 2, 2023
- HNW RAUM · $197M to $179MMar 15, 2022 to Feb 2, 2023
- Non-discretionary RAUM · $3.4M to $0Mar 15, 2022 to Feb 2, 2023
- Pension RAUM · $3.4M to $4.4MMar 15, 2022 to Feb 2, 2023
- RAUM · $202M to $185MMar 15, 2022 to Feb 2, 2023
- Accounts · 397 to 475Mar 9, 2021 to Mar 15, 2022
- Individual clients · unset to 15.0Mar 9, 2021 to Mar 15, 2022
- Employees · 3 to 4Mar 9, 2021 to Mar 15, 2022
- Discretionary RAUM · $201M to $199MMar 9, 2021 to Mar 15, 2022
- HNW RAUM · $201M to $197MMar 9, 2021 to Mar 15, 2022
- Individual RAUM · unset to 2000000.0Mar 9, 2021 to Mar 15, 2022
- Non-discretionary RAUM · $3.1M to $3.4MMar 9, 2021 to Mar 15, 2022
- Pension RAUM · $3.1M to $3.4MMar 9, 2021 to Mar 15, 2022
- RAUM · $204M to $202MMar 9, 2021 to Mar 15, 2022
- Accounts · 342 to 397Jun 26, 2020 to Mar 9, 2021
- Assets in custody · 14500000.0 to unsetJun 26, 2020 to Mar 9, 2021
- Custody of client assets · true to falseJun 26, 2020 to Mar 9, 2021
Signals
1 dated events
- Bison Capital Advisors, Llc filed its initial SEC registration (Form ADV)Apr 1, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- garrett@bisoncapadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- todd@bisoncapadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 405-257-0643reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 405-257-0646reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 405-257-0656reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/bison-capital-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bisoncapadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (405) 257-0646reportedpublic record, Form ADV, May 9, 2025
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $125Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026