Bison Capital Group, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Bison Capital Group, LLC
Overview
Bison Capital Group, LLC operates as a financial advisor firm located in Edmond, Oklahoma. The firm administers $244.7 million in total assets across 30 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Bison Capital Group, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like stocks, options and bonds.
Bison Capital Group, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without requiring client authorization. The investment advisory firm oversees roughly $8.2 million for each client account. The average financial advisor at Bison Capital Group, LLC oversees around 15 client accounts, placing it among the more individualized advisor firms in the country.
The firm's central office is at 16404 Muirfield Place, Edmond, Oklahoma 73013. The company is registered to serve clients in the state of Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bison Capital Group, LLC by the Numbers
$244.7 million
4
30
$8.2 million
Fee Structure
Fees charged by financial advisors vary depending on the services provided. However, fee types billed by Bison Capital Group, LLC can be comprised of some combination of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its 30 clients, Bison Capital Group, LLC's largest client group is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Bison Capital Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.