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OLIVER CAPITAL MANAGEMENT

SEATTLE, WA · CRD 127606 · IAPD ↗ · olivercapital.com · 206-775-7500

$505.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — OLIVER CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($422.3M -> $505.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2024 — OLIVER CAPITAL MANAGEMENT reported RAUM up 26% ($289.2M -> $364.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.