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
By the Numbers
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Total Assets Under Management335MILLION
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Total Number of Accounts1,538ACCOUNTS
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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

Registered Investment Advisor
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
1
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 (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.
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