Robert Owens is a CFA-designated registered investment advisor at Bison Capital Advisors, LLC, based in Oklahoma City, OK, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 163 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Capital Advisors offers asset management through wrap accounts only. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service.
Location
1601 NW Expressway, Suite 1515, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bison Capital Advisors, LLC
Previous Registrations
Baker Asset Management
The Baker Group, LP
State Registrations2 states
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