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DOLIVER ADVISORS, L.P.
CRD 106247File 801-44471
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$718.4M
Above cohort median (national)
Discretionary AUM
$718.4M
Clients
235
237 accounts
Employees
8
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 11, 1993
- Principal office
- 6363 WOODWAY DR, SUITE 763, HOUSTON, TX, 77057
- Phone
- 713-917-0022
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $718.4M
- Discretionary AUM
- $718.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 237
- Non-discretionary accounts
- 0
- Total accounts
- 237
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $20.7M |
| Charitable organizations | 7 | $75.2M |
| Other investment advisers | Fewer than 5 | $2.9M |
| High net worth individuals | 96 | $474.2M |
| Pooled investment vehicles | 12 | $76.7M |
| Pension and profit sharing plans | Fewer than 5 | $23.1M |
| Individuals (other than high net worth individuals) | 104 | $35.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 237 | 235 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.