Doliver Advisors, L.p.
Doliver Advisors, L.p. is an SEC-registered wealth manager in Houston, TX with $718.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Doliver Advisors, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106247, SEC 801-44471, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $718.4M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 8
- Clients
- 236
- CRD
- 106247
- Ownership
- OLIN, RONALD; MCBRIDE, RALPH, DENNETH; FONTENO, SUSAN, ELIZABETH; THOMPSON, PAUL, BUNDY; DOLIVER LLC
How much AUM does Doliver Advisors, L.p. have?
Doliver Advisors, L.p. reported $718.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Doliver Advisors, L.p.?
Disclosed owners and executives of Doliver Advisors, L.p. include OLIN, RONALD, MCBRIDE, RALPH, DENNETH, FONTENO, SUSAN, ELIZABETH, THOMPSON, PAUL, BUNDY, DOLIVER LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.