Unclaimed Profile

Robert Todd Owens

BISON CAPITAL ADVISORS, LLC·OKLAHOMA CITY, Oklahoma

Series 2, Series 7, Series 63, Series 65Clean record28 years registeredBISON CAPITAL ADVISORS, LLC

1601 NW EXPRESSWAY, OKLAHOMA CITY, OK 73118CRD# 2567745Firm CRD# 306471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Todd Owens · OKLAHOMA CITY, OK

Registration

CRD #2567745 · BISON CAPITAL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

BISON CAPITAL ADVISORS, LLC

May 2020 – present

BAKER ASSET MANAGEMENT

Nov 2006 – May 2020

OKLAHOMA CITY, OK

THE BAKER GROUP, LP

Mar 1998 – Dec 2005

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · March 3, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON CAPITAL ADVISORS, LLC

CRD 306471 · SEC 801-118651

AUM

$240M

Regulatory assets under management

Employees

513 client accounts

Services offered by BISON CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BISON CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Todd Owens offer?

Robert Todd Owens specializes in Investment Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Robert Todd Owens's credentials?

Robert Todd Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Todd Owens located?

Robert Todd Owens is based in OKLAHOMA CITY, Oklahoma, working with BISON CAPITAL ADVISORS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Robert Todd Owens charge for services?

Robert Todd Owens's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BISON CAPITAL ADVISORS, LLC?

BISON CAPITAL ADVISORS, LLC has approximately 4 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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