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OLIVER CAPITAL MANAGEMENT
OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606 · SEC 801-67157
601 UNION STREET, SUITE 3010, SEATTLE, WA, 98101-4036, United States
Phone
206-775-7500
Fax
206-775-7300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.5M
Discretionary AUM
$48.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $119.9M |
| High net worth individuals | 110 | $308.6M |
| Pension/profit sharing plans | 24 | $62.9M |
| Corporations/business entities | 26 | $14.1M |
States served
AK, AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD