OLIVER CAPITAL MANAGEMENT, INC.
Legal name: OLIVER CAPITAL MANAGEMENT
CRD #127606 SEC #801-67157 SEATTLE, WA 206-775-7500
SEC Registered
Total AUM
$422.3M
Discretionary
$43.7M
Employees
2
Clients
0
Accounts
1,717
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $422.3M | $43.7M | $378.7M | 2 | 0 |
| Jul 2025 | $422.3M | $43.7M | $378.7M | 2 | 0 |
| Mar 2025 | $422.3M | $43.7M | $378.7M | 2 | 0 |
| Feb 2024 | $364.7M | $52.4M | $312.3M | 2 | 0 |
| Mar 2023 | $289.2M | $34.3M | $254.9M | 2 | 0 |
| Mar 2022 | $334.7M | $37.1M | $297.7M | 3 | 0 |
| Mar 2021 | $270.2M | $31.8M | $238.4M | 3 | 0 |
| Jun 2020 | $242.6M | $26.3M | $216.3M | 2 | 0 |
| Feb 2020 | $242.6M | $26.3M | $216.3M | 2 | 0 |
| Mar 2019 | $208.6M | $20.8M | $187.9M | 3 | 100 |
| Jul 2018 | $193.2M | $11.5M | $181.7M | 3 | 0 |
| Mar 2018 | $193.2M | $11.5M | $181.7M | 3 | 0 |
| Mar 2017 | $164M | $0 | $164M | 3 | 300 |
| Jan 2016 | $127.6M | $0 | $127.6M | 1 | 300 |
| Mar 2015 | $112.9M | $0 | $112.9M | 1 | 300 |
| May 2014 | $101.4M | $0 | $101.4M | 1 | 300 |
| Mar 2014 | $143.2M | $0 | $143.2M | 1 | 300 |
| Apr 2013 | $129.8M | $0 | $129.8M | 1 | 200 |
| Mar 2012 | $105M | $0 | $105M | 1 | 200 |
| Mar 2011 | $105M | $0 | $105M | 5 | -- |
| Apr 2010 | $76M | $0 | $76M | 5 | -- |
| Mar 2009 | $61M | $0 | $61M | 5 | -- |
| Mar 2008 | $89M | $0 | $89M | 5 | -- |
| Mar 2007 | $77M | $0 | $77M | 5 | -- |
DateJul 2025
Total AUM$422.3M
Discretionary$43.7M
Non-Disc.$378.7M
Employees2
Clients0
DateJul 2025
Total AUM$422.3M
Discretionary$43.7M
Non-Disc.$378.7M
Employees2
Clients0
DateMar 2025
Total AUM$422.3M
Discretionary$43.7M
Non-Disc.$378.7M
Employees2
Clients0
DateFeb 2024
Total AUM$364.7M
Discretionary$52.4M
Non-Disc.$312.3M
Employees2
Clients0
DateMar 2023
Total AUM$289.2M
Discretionary$34.3M
Non-Disc.$254.9M
Employees2
Clients0
DateMar 2022
Total AUM$334.7M
Discretionary$37.1M
Non-Disc.$297.7M
Employees3
Clients0
DateMar 2021
Total AUM$270.2M
Discretionary$31.8M
Non-Disc.$238.4M
Employees3
Clients0
DateJun 2020
Total AUM$242.6M
Discretionary$26.3M
Non-Disc.$216.3M
Employees2
Clients0
DateFeb 2020
Total AUM$242.6M
Discretionary$26.3M
Non-Disc.$216.3M
Employees2
Clients0
DateMar 2019
Total AUM$208.6M
Discretionary$20.8M
Non-Disc.$187.9M
Employees3
Clients100
DateJul 2018
Total AUM$193.2M
Discretionary$11.5M
Non-Disc.$181.7M
Employees3
Clients0
DateMar 2018
Total AUM$193.2M
Discretionary$11.5M
Non-Disc.$181.7M
Employees3
Clients0
DateMar 2017
Total AUM$164M
Discretionary$0
Non-Disc.$164M
Employees3
Clients300
DateJan 2016
Total AUM$127.6M
Discretionary$0
Non-Disc.$127.6M
Employees1
Clients300
DateMar 2015
Total AUM$112.9M
Discretionary$0
Non-Disc.$112.9M
Employees1
Clients300
DateMay 2014
Total AUM$101.4M
Discretionary$0
Non-Disc.$101.4M
Employees1
Clients300
DateMar 2014
Total AUM$143.2M
Discretionary$0
Non-Disc.$143.2M
Employees1
Clients300
DateApr 2013
Total AUM$129.8M
Discretionary$0
Non-Disc.$129.8M
Employees1
Clients200
DateMar 2012
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees1
Clients200
DateMar 2011
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients--
DateApr 2010
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees5
Clients--
DateMar 2009
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees5
Clients--
DateMar 2008
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateMar 2007
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees5
Clients--