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Alvin Ly

Investment adviser representative at Bison Capital Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$250MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Bison Capital Advisors, LLCMay 2020 to now
  2. Baker Asset Management LLCJun 2018 to May 2020
  3. The Baker GroupMay 2013 to Jun 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Bison Capital Advisors, LLC

$250MAssets managed
163Clients
2Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6268953
Firm CRD
306471
Advisor's SEC record (opens in a new tab)
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