Oliver Capital Management's Form ADV discloses 1.50% on the first $500,000, 0.90% on the next $1.5 million, 0.60% on the next $3 million, and 0.40% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #127606), Oliver Capital Management is subject to fiduciary duty under federal law.
Oliver Capital Management is headquartered in SEATTLE, WA.
Oliver Capital Management serves 110 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, Oliver Capital Management offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Oliver Capital Management manages $506 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, Oliver Capital Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓