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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2003
- Office Locations
- 1
Office Locations
About Oliver Capital Management
Oliver Capital Management is a Seattle-based investment advisory firm led by founder and wealth manager Mark K. Oliver. The firm delivers financial planning and portfolio/asset-allocation guidance, with support for entrepreneurs including estate and insurance planning, retirement plans, and business succession. Portfolios commonly use public funds such as ETFs and mutual funds, with custody relationships including Schwab and Fidelity. Oliver is an Ironman World Championship finisher.
Reported data analysis
What the numbers show
Between July 24, 2025 and March 25, 2026, reported AUM increased 19.7%, from $422.3M to $505.5M.
Across 5 reported observations, AUM increased 51.0% between March 22, 2022 and March 25, 2026, from $334.7M to $505.5M.
Of the latest reported AUM, 9.7% is discretionary and 90.3% is non-discretionary.
The firm reports 1 advisory representatives and 502 clients, or 502 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MARK KENNETH OLIVER
Chief Compliance Officer, Managing Member, President
- CRD
- #2856594
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,836,956 | $8,139,493 |
| Non-Discretionary | $456,689,283 | $256,567 |
| Total | $505,526,239 | $283,049 |
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Separately Managed Accounts
SMA allocation detail is available
Oliver Capital Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.