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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.
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Investment Themes
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Owner & Executives
MARK KENNETH OLIVER
Chief Compliance Officer, Managing Member, President
- CRD
- #2856594
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
Total SMA Asset: $505,526,239
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $412,014,573 | 29.1% |
| Cash | $201,051,785 | 14.2% |
| Equity - Exchange | $443,163,441 | 31.3% |
| Corporate - Investment Grade | $359,627,841 | 25.4% |
| Total | $1,415,857,640 | 100.0% |