{
  "crd_number": 173769,
  "slug": "oliver-investments-medfield-ma-173769",
  "primary_business_name": "OLIVER INVESTMENTS",
  "legal_name": "OLIVER INVESTMENTS LLC",
  "dbas": [],
  "city": "Medfield",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-11-01",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-04-02",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://oliverinvesting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173769",
  "city_as_filed": "MEDFIELD",
  "url": "https://advisorcensus.com/firm/oliver-investments-medfield-ma-173769",
  "display_name": "Oliver Investments",
  "summary": "Oliver Investments is a state-registered investment advisory firm in Medfield, MA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated April 2, 2026.",
  "citation": "AdvisorCensus. Oliver Investments (CRD 173769): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Oliver Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oliver Investments reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Oliver Investments located?",
      "a": "Oliver Investments' principal office is in Medfield, MA, according to its Form ADV."
    },
    {
      "q": "Is Oliver Investments registered with the SEC or a state?",
      "a": "Oliver Investments is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 173769."
    },
    {
      "q": "Does Oliver Investments report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173769"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oliver-investments-medfield-ma-173769.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173769",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}