OLIVER INVESTMENTS

Overview

Oliver Investments is an SEC-registered limited liability company that began registration in 2019. The firm operates as an advisory business focused on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. Filings indicate the adviser is not a multi-state practice and is not positioned as a pension consultant or capital allocator; it is recorded as having an affiliation with another investment adviser. The firm does not identify itself as an active ESG investor. Ownership is noted as a combination of a domestic entity and an individual, and the adviser is classified in public records as unclassified. Services appear narrowly focused on discretionary portfolio management rather than institutional or corporate retirement consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices