Oliver Capital Management
Oliver Capital Management is an SEC-registered wealth manager in Seattle, WA with $505.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Oliver Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127606, SEC 801-67157, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $505.5M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 2
- Clients
- 502
- CRD
- 127606
- Ownership
- OLIVER, MARK, KENNETH; OLIVER CAPITAL MANAGEMENT HOLDINGS, LLC; OLIVER CAPITAL MANAGEMENT LEGACY, LLC; CONCURRENT GROWTH PARTNERS, LLC; MERCHANT WEALTH MANAGEMENT HOLDINGS 2, LLC
How much AUM does Oliver Capital Management have?
Oliver Capital Management reported $505.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Oliver Capital Management?
Disclosed owners and executives of Oliver Capital Management include OLIVER, MARK, KENNETH, OLIVER CAPITAL MANAGEMENT HOLDINGS, LLC, OLIVER CAPITAL MANAGEMENT LEGACY, LLC, CONCURRENT GROWTH PARTNERS, LLC, MERCHANT WEALTH MANAGEMENT HOLDINGS 2, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.