Oliver Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 25, 2026, reports $506M in regulatory assets under management, 2 employees, and 1,786 accounts.
Assets Under Management
$506M
Employees
2
Offices
--
Total Clients
502
Primary office
SEATTLE, WA
601 UNION STREET, SUITE 3010, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
342
2
HNWI
21.9%
110
3
Corporations
5.2%
26
4
Pension Plans
4.8%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 25, 2026
Discretionary9.7%
$49M
10% of total RAUM9.7%
Non-discretionary90.3%
$457M
90% of total RAUM90.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$506M
Total Accounts1,786
10Y AUM Change+$342M (+208.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee251:1
10Y Employee Change-1 (-33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.