|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oliver Capital Management LLC
✚
|
|
|---|---|
| CRD # | 127606 |
| SEC # | 801-67157 |
| CIK # | |
| AUM | $422.3 M (2025-07-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-775-7500 |
| Address | 601 Union Street Seattle, WA 98101-4036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 355 | 57.6 |
| (b) Individuals (high net worth individuals) | 110 | 295.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 60.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,717 | 422.3 |
| By Discretionary | ||
| Discretionary | 6 | 43.7 |
| Non-Discretionary | 1,711 | 378.7 |
| Total | 1,717 | 422.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 422.3 | |
| Total | 1,717 | 422.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.4 |
|
ENZI Wealth LLC
✚
|
TX | 0.4 |
|
Rareview Capital LLC
✚
|
NV | 0.4 |
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Independent Wealth Network Inc
✚
|
IA | 0.4 |
|
Access Financial Services Inc
✚
|
MN | 0.4 |
|
Zephyr Investment Management Inc
✚
|
CA | 0.4 |
|
Indivisible Partners LLC
✚
|
FL | 0.4 |
|
Go Invest LLC
✚
|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.4 |