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| Oliver Capital Management Inc
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|
|---|---|
| CRD # | 127606 |
| SEC # | 801-67157 |
| CIK # | |
| AUM | $364.7 MM (2024-02-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-775-7500 |
| Address | 601 Union Street Seattle, WA 98101-4036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 88.9 |
| (b) Individuals (high net worth individuals) | 84 | 206.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 65.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,629 | 364.7 |
| By Discretionary | ||
| Discretionary | 8 | 52.4 |
| Non-Discretionary | 1,621 | 312.3 |
| Total | 1,629 | 364.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 359.2 | |
| Total | 1,629 | 364.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richmond Investment Services LLC
✚
|
WI | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |
|
Financial Gravity Family Office Services LLC
✚
|
TX | 0.4 |
|
Permanent Capital Management LP
✚
|
IL | 0.4 |
|
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
|
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |
|
Certior Financial Group LLC
✚
|
PA | 0.4 |
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
✚
|
UT | 0.4 |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.4 |