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Oliver Capital Management

EST. AUM
$505,526,239

CONTACTS
1

CLIENT ACCOUNTS
1,786

Firm Details

Metro area Seattle
CRD Number 127606
Website olivercapital.com
Client types

Overview

Oliver Capital Management, Inc. is a Seattle-based, SEC-registered investment advisor founded in 2003. Led by Mark K. Oliver, the firm offers comprehensive wealth management tailored to each client’s personal and business financial goals. It employs a disciplined investment strategy centered on broadly diversified, ETF-based portfolios through its proprietary Strategically Engineered Portfolio Program (SEPP). The firm delivers both investment management and integrated financial planning while operating under strict fiduciary standards. All services are fee-only, and client assets are custodied with independent third-party institutions.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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