Investment adviser · CRD 127606
OLIVER CAPITAL MANAGEMENT
Investment adviser filing (IA)
OLIVER CAPITAL MANAGEMENT, LLC
SEATTLE, WA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $506M Form ADV · Item 5.F
- Client accounts
- 1,786 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $308,588,944 | 61.0% |
| Individuals | 342 | $119,894,697 | 23.7% |
| Retirement plans | 24 | $62,918,557 | 12.4% |
| Corporations & businesses | 26 | $14,124,041 | 2.8% |
Filing source
Form ADV 2060072 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
601 UNION STREET, SUITE 3010SEATTLE, WA, 98101-4036, United States
CRD 127606
Filing source
Form ADV 2060072 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.