Bison Capital Advisors, Llc
- Regulatory AUM
- $250M
- Discretionary
- $240M
- Clients
- 163
- Avg AUM / client
- $1.5M
- Accounts
- 522
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 09, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 145 | $240M | 96.0% |
| Pension and profit sharing plans | 18 | $10.0M | 4.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Todd Owens | Owner & Chief Compliance Officer | CFA | May 2020 (6y) | 75% or more |
| Alvin Ly | Registered representative | CFA | Mar 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/09/2025 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $199M (80% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 09, 2025.
View current Form ADV (SEC/IAPD) ↗