Oliver Capital Management

Oliver Capital Management (CRD# 127606) is a financial advisory firm headquartered in Seattle, WA. They manage $334,734,271 in 1,538 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    1,538
    ACCOUNTS
  • Average Account Value
    $217,643
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

AK, AZ, CA, OR, TX, WA

Financial Advisors at Oliver Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Daniel F. Fields
CRD#: 2230217
601 Union Street, Suite 3010, Seattle, WA 98101

Daniel Fields (CRD# 2230217) is an Investment Advisor Representative working at Oliver Capital Management in Seattle, WA and has over 29 years of experience in the finance industry.

2
Mark K. Oliver
CRD#: 2856594
601 Union Street, Suite 3010, Seattle, WA 98101

Mark Oliver (CRD# 2856594) is an Investment Advisor Representative working at Oliver Capital Management in Seattle, WA and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.