OLIVER CAPITAL MANAGEMENT, LLC

OLIVER CAPITAL MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 127606). Regulatory assets under management: $505.5M.

Registration

• CRD: 127606
• SEC file number: 801-67157
• Type: Registered investment adviser
• Location: 601 UNION STREET, SUITE 3010, SEATTLE, WA, 98101-4036
• Phone: 206-775-7500
• Latest filing: 2026-03-25
• Regulatory AUM: $505.5M
• Discretionary AUM: $48.8M
• Non-discretionary AUM: $456.7M
• Clients: 2
• Accounts: 1,786

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127606 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search