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DOLIVER ADVISORS, L.P.
CRD 106247File 801-44471
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 237 | 235 | decreased by2 |
| May 1, 2026 | Employees | 12 | 8 | decreased by4 |
| May 1, 2026 | Clients | 545 | 237 | decreased by308 |
| May 1, 2026 | AUM | $599,460,734 | $718,423,398 | increased by$118,962,664 |
| May 1, 2026 | Accounts | 545 | 237 | decreased by308 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 397 | 545 | increased by148 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $542,985,058 | $599,460,734 | increased by$56,475,676 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 377 | 545 | increased by168 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 329 | 397 | increased by68 |
| Apr 1, 2022 | AUM | $358,578,273 | $542,985,058 | increased by$184,406,785 |
| Apr 1, 2022 | Accounts | 299 | 377 | increased by78 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOLIVER ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOLIVER ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.