Mark Oliver
Oliver Capital Management · Seattle, Washington
Mark Oliver is a fee-only financial advisor at Oliver Capital Management in Seattle, Washington. Oliver Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Oliver Capital Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $505.5M across 1,786 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 2856594 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.olivercapital.com |
| Profile |
How Mark's firm compares
- Oliver Capital Management's average account is about $283,000, from its Form ADV (assets managed divided by 1,786 accounts).
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Questions about Mark
Is Mark Oliver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Oliver Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Oliver Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Oliver based?
Mark Oliver is based in Seattle, Washington.
Is Mark Oliver registered with the SEC?
Yes. Mark Oliver is registered as an investment adviser representative in TX and WA (CRD 2856594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Oliver Capital Management manage?
Oliver Capital Management reports $505.5M across 1,786 accounts in assets under management.
How do I contact Mark Oliver?
Through Mark's website, www.olivercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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