$718.4M Total AUM
$718.4M Disc. AUM
10.2% 3Y CAGR
8 Employees
237 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Vital focusOptima
- Established Date
- 08-11-1993
- Office Locations
- 2
Office Locations
6363 Woodway Suite 763 Houston TX
-- Sarasota FL
About Doliver Advisors, L.p.
Doliver Advisors, L.p. is a Houston-based RIA with 2 offices. The firm has been operating for 32 years. Managing $718.4M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
52 AVG AGE
$119.7M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
10.9 yrs AVG TENURE
8 Employees
6 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Ridge peak Capital vertex Bridge Beacon Atlas legacy Insight frontier Ember Foundation Vertex Beacon Timber optima
Client Personas
North delta
Custodian
Delta insight Optima fusion Summit vector Legacy timber Crest
Investment Themes
Bridge Frontier eagle
Investment Vehicles
Peak fusion Alpha eagle Beacon oak
Services
Signal glacier Timber catalyst Bridge pathway Ridge radial Unison element
Technology
Unison glacier Timber ember
Owner & Executives
R
RALPH DENNETH MCBRIDE
Limited Partner, Owner
- CRD
- --
- Ownership
- 75% or more
(538) 693-1915
timber.ember@vectorcapital.com
in linkedin.com/in/beacon-timber
R
RYAN ZACHARY ROURKE
Chief Compliance Officer
- CRD
- #7326292
- Ownership
- Less than 5%
(592) 830-2611
fusion.horizon@northcapital.com
in linkedin.com/in/unison-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
CHRISTOPHER J DAY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4672469
(783) 529-5935
prime.vital@matrixcapital.com
in linkedin.com/in/insight-unison
B
Brett Mitchell Gonzalez
--
- CRD
- #7735442
(391) 684-7549
element.horizon@embercapital.com
in linkedin.com/in/element-alpha
M
Momentum glacier
Harbor horizon capital
- CRD
- #55638
(231) 625-8221
peak.focus@quantumcapital.com
in linkedin.com/in/pioneer-matrix
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $718,423,398 | $3,031,322 |
| Non-Discretionary | $0 | -- |
| Total | $718,423,398 | $3,031,322 |
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Separately Managed Accounts
Total SMA Asset: $641,760,398
Equity - Exchange:
4.3% Private Funds:
13.2% Public Funds:
7.3% U.S. Government/Agency:
9.9% Corporate - Investment Grade:
15.1% Cash:
19.8% Municipal Bonds:
11.0% Other:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $318,625,369 | 4.3% |
| Private Funds | $978,105,784 | 13.2% |
| Public Funds | $540,922,138 | 7.3% |
| U.S. Government/Agency | $733,579,338 | 9.9% |
| Corporate - Investment Grade | $1,118,893,737 | 15.1% |
| Cash | $1,467,158,675 | 19.8% |
| Municipal Bonds | $815,088,153 | 11.0% |
| Other | $1,437,519,106 | 19.4% |
| Total | $7,409,892,300 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION UNISON ATLAS | CREST VERTEX | DH2JXNQYV | ICT | 9.43% | $99,159,281 |
| RADIAL OAK SUMMIT | VECTOR TIMBER | IVCSU0456 | NFL | 6.00% | $61,651,398 |
| LEGACY CREST INSIGHT | QUANTUM MERIDIAN | T5WLPWE0A | GEWP | 7.67% | $96,457,420 |
| SIGNAL FOUNDATION OPTIMA | OAK CAPITAL | 0YIBHL5QT | HCMEH | 8.24% | $62,188,824 |
| INSIGHT OPTIMA | EMBER ELEMENT | NV2SFCP9B | BCIAT | 5.66% | $85,889,221 |
| CATALYST RADIAL | CAPITAL GLACIER | G7N59CNZW | AOPH | 7.38% | $47,779,839 |
| MATRIX MOMENTUM ATLAS | GLACIER MOMENTUM | S1LERLGWS | LHWB | 5.64% | $48,384,431 |
| ALPHA PATHWAY ELEMENT | ALPHA OAK | PKSFIJAQI | UESJI | 8.58% | $5,129,660 |