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).

Current Firm Details
601 Union Street, Suite 3010, Seattle, WA 98101
http://www.olivercapital.com
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 Fields, financial advisor Seattle WA
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 Oliver, financial advisor Seattle WA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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