A complete list of active advisors currently associated with Oliver Capital Management

Warmer can help you find a great advisor at Oliver Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Oliver Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.