Oliver Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$428,483,641
Clients
452
Advisors
1
of 2 employees
About
Oliver Capital Management provides investment advice and comprehensive wealth management to individuals (including high‑net‑worth clients), businesses and retirement plans. Services include portfolio management—primarily through its Strategically Engineered Portfolio Program (SEPP)—and integrated financial planning that the firm states is provided at no additional fee.
The firm uses a broadly diversified, index‑based approach that emphasizes ETFs and a systematic strategy informed by Modern Portfolio Theory and third‑party metrics. It operates under a fiduciary standard and, unlike many peers, manages most client assets on a non‑discretionary basis with clients asked to approve trades; SEPP assets are typically rebalanced annually.
Oliver Capital is notable within its peer group for functioning as a single‑advisor practice while overseeing roughly $505 million in assets and serving more than 450 clients, producing an unusually high AUM and client count per advisor. The firm also recently converted its corporate form to an LLC and engaged an external back‑office/operational partner to provide additional operational support while retaining internal control over investment management.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% per year $500,000 - $2,000,000: 0.90% per year $2,000,000 - $5,000,000: 0.60% per year $5,000,000+: 0.40% per year
Account minimum: $500,000 Fee-only: Fee-only advisor; does not receive commissions or other compensation from sale of securities or investment products.
Main office
601 Union Street, Suite 3010
Seattle WA 98101-4036
Advisors at this office
1
Most active in
Alaska · Arizona · California · Oregon · Texas · Washington
Also doing business as
Oliver Capital Management · Oliver Capital Management, Inc. · Oliver Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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