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| Keyboard |
| Oliver Capital Management LLC
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|---|---|
| CRD # | 127606 |
| SEC # | 801-67157 |
| CIK # | |
| AUM | 505.5 M (2026-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-775-7500 |
| Address | 601 Union Street Seattle, WA 98101-4036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 119.9 |
| (b) Individuals (high net worth individuals) | 110 | 308.6 |
| (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 | 24 | 62.9 |
| (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 | 26 | 14.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,786 | 505.5 |
| By Discretionary | ||
| Discretionary | 6 | 48.8 |
| Non-Discretionary | 1,780 | 456.7 |
| Total | 1,786 | 505.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 501.9 | |
| Total | 1,786 | 505.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beta Capital Management LLC
✚
|
FL | 506.6 M |
|
Cleveland Wealth LLC
✚
|
OH | 506.6 M |
|
Onyx Financial Advisors LLC
✚
|
ID | 506.4 M |
|
Bluesphere Advisors LLC
✚
|
PA | 506.2 M |
|
PhD Consulting LLC
✚
|
KS | 506.2 M |
|
First Advisors National LLC
✚
|
GA | 505.9 M |
|
MKD Wealth Coaches LLC
✚
|
MI | 505.7 M |
|
Bellars Harris Wealth Management LLC
✚
|
VA | 505.4 M |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 505.4 M |
|
Accretive Wealth Partners LLC
✚
|
NJ | 504.5 M |