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Bank / Wealth / TrustRIA · CRD 306471SEC-Registered

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Bison Capital Advisors

Bison Capital Advisors launched in 2019 in Oklahoma City, founded as a boutique registered investment advisor. The firm's founding team built the practice to...

Overview

Bison Capital Advisors launched in 2019 in Oklahoma City, founded as a boutique registered investment advisor. The firm's founding team built the practice to serve individual investors and high-net-worth families across the Oklahoma market, emphasizing retirement planning and discretionary portfolio management. Unlike multi-family offices that aggregate external wealth or institutional allocators deploying across fund commitments, Bison appears structured as a direct-advisory shop — the founding context is local wealth management rather than a liquidity event from a single operating business. The firm's investment approach centers on portfolio construction and advisory services for private clients. No named portfolio companies or co-investor relationships appear in the public record. Team size and total assets under advisement remain undisclosed. Bison Capital Advisors does not maintain additional offices beyond its Oklahoma City headquarters, and no adjacent philanthropic foundations, real-asset arms, or operating businesses are publicly associated with the firm. The most recent verifiable operational detail is the firm's ongoing registration as an investment advisor with an active strategy description that includes venture-stage allocations, as reflected in its current advisory filings. Bison's structural differentiator is its posture as a locally rooted RIA that lists venture-stage strategies without the institutional infrastructure — fund administrators, dedicated IR teams, or co-investor networks — that typically accompany such allocations. The firm's architecture raises the open question of whether the venture exposure is implemented through direct angel-style investments, third-party fund access, or client-directed self-custodied allocations.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

Oklahoma City, OK, United States

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