SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Doliver Advisors, L.P.
Houston, TX
CRD 106247
Firm filing updated June 3, 2026 ·
- $718.4MAssets
- 6Advisory staff
- 237Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals104
- High net worth individuals96
- Pooled vehicles12
- Corporations or other businesses12
- Charities7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 104 | $35.9 million |
| High net worth individuals | 96 | $474.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $76.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $23.1 million |
| Charitable organizations | 7 | $75.2 million |
| Other investment advisors | Fewer than 5 clients | $2.9 million |
| Corporations or other businesses not listed above | 12 | $20.7 million |
| Other: "QUALIFIED SETTLEMENT FUNDS" | Fewer than 5 clients | $9.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$718.4 million
- Accounts237
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106247, SEC file 801-44471.
- Registered with the SEC as an investment advisor (status date on record: August 11, 1993).
Is Doliver Advisors, L.P. a fiduciary?
Short answer: Doliver Advisors, L.P. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.