Robert T. Owens

BISON CAPITAL ADVISORS

Oklahoma City, OK 73118

Some features on this profile are disabled

CRD#: 2567745

Professional summary

Robert Todd Owens, who also goes by Robert Owens, is a registered financial advisor currently at BISON CAPITAL ADVISORS, LLC located in Oklahoma City, Oklahoma.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 3 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Owens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Todd Owens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2020 - Present

BISON CAPITAL ADVISORS, LLC

Office #1: 1601 Nw Expressway Suite 1515, Oklahoma City, OK 73118

RIA

CRD#: 306471

Oklahoma City, OK

Past

November 15, 2006 - May 29, 2020

BAKER ASSET MANAGEMENT

RIA

CRD#: 136180

OKLAHOMA CITY, OK

Past

March 3, 1998 - December 31, 2005

THE BAKER GROUP, LP

RIA

CRD#: 7888

OKLAHOMA CITY, OK

Past

January 22, 1998 - December 31, 2005

THE BAKER GROUP, LP

CRD#: 7888

OKLAHOMA CITY, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BISON CAPITAL ADVISORS, LLC

CRD#: 306471 / SEC#: 801-118651

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(5/1/2020)

IAR

Texas
(5/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/28/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/26/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/1998

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 5/11/1995

Non-Member General Securities Examination

Current Firm

BISON CAPITAL ADVISORS, LLC

CRD#: 306471 / SEC#: 801-118651

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1601 Nw Expressway Suite 1515, Oklahoma City, OK 73118

Mailing Address

Phone number

(405) 257-0646

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (5/9/2025)

FORM ADV PART 2A APP 1 - WRAP BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 250,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jayson Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL

Brent Burgesser

BROOKWOOD INVESTMENT GROUP

IAR

ATLANTA, GA

Alyssum Keefer

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert T. Owens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Todd Owens's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAKER ASSET MANAGEMENT

THE BAKER GROUP, LP

THE BAKER GROUP, LP

Primary Firm SEC Registration

BISON CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/1998

Series 65

Date: 3/26/1996

Series 7

Date: 1/16/1998

Series 2

Date: 5/11/1995

Current Firm

BISON CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors