OLIVER CAPITAL MANAGEMENT

Overview

Oliver Capital Management is an independent SEC-registered registered investment adviser organized as a limited liability company and operating since 2006. The firm serves both individuals and families as well as institutional clients, offering fee-based advisory services billed as a percentage of assets under management. Core service lines are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not describe itself as a capital allocator; its model centers on advising and managing client assets rather than sponsoring proprietary pooled funds. Investment activity tilts toward publicly traded pooled vehicles—mutual funds and ETFs—supplemented by fixed-income instruments and income-oriented products. The firm is not an active ESG investor and does not report multi-state adviser status. Oliver Capital tends to manage a mix of discretionary and non-discretionary relationships, with a notably larger non-discretionary footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices