Doliver Capital Advisors, LP

Doliver Capital Advisors, LP (CRD# 106247) is a financial advisory firm headquartered in Houston, TX. They manage $136,460,000 in 202 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $675,545
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX

Financial Advisors at Doliver Capital Advisors, LP
Showing 1 - 4 of 4 top financial advisors.
1
Edward C. Tredennick
CRD#: 5725293
6363 Woodway, Suite 963, Houston, TX 77057
93
Wealthminder
score

Edward Tredennick (CRD# 5725293) is an Investment Advisor Representative working at Doliver Capital Advisors, LP in Houston, TX and has over 8 years of experience in the finance industry.

2
Charles K. Ward
CRD#: 4632946
6363 Woodway, Suite 963, Houston, TX 77057
90
Wealthminder
score

Charles Ward (CRD# 4632946) is an Investment Advisor Representative working at Doliver Capital Advisors, LP in Houston, TX and has 1 year of experience in the finance industry.

3
Leslie M. Phelps
CRD#: 6438620
6363 Woodway, Suite 963, Houston, TX 77057
88
Wealthminder
score

Leslie Phelps (CRD# 6438620) is an Investment Advisor Representative working at Doliver Capital Advisors, LP in Houston, TX and has over 2 years of experience in the finance industry.

4
Ronald Olin
CRD#: 1651137
Sarasota, FL
87
Wealthminder
score

Ronald Olin (CRD# 1651137) is an Investment Advisor Representative working at Doliver Capital Advisors, LP in Sarasota, FL and has 1 year of experience in the finance industry.

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