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Kline Daniel Oliver

SOFTVEST ADVISORS, LLC·ABILENE, Texas
Clean recordSOFTVEST ADVISORS, LLC
400 PINE STREET, ABILENE, TX 79601CRD# 7022224Firm CRD# 300084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kline Daniel Oliver · ABILENE, TX
Registration
CRD #7022224 · SOFTVEST ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kline Daniel Oliver is a registered financial advisor based in ABILENE, Texas, affiliated with SOFTVEST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SOFTVEST ADVISORS, LLC
SOFTVEST ADVISORS
AUM
$544M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOFTVEST ADVISORS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.
Regulatory
SEC/IARD CRD# 7022224
Firm CRD# 300084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kline Daniel Oliver offer?
Kline Daniel Oliver specializes in Retirement Planning. Contact their office in ABILENE, Texas for a consultation.
What are Kline Daniel Oliver's credentials?
Kline Daniel Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kline Daniel Oliver located?
Kline Daniel Oliver is based in ABILENE, Texas, working with SOFTVEST ADVISORS, LLC. Their office serves clients in the ABILENE metropolitan area and surrounding communities.
How does Kline Daniel Oliver charge for services?
Kline Daniel Oliver's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: carried interest in some of the advised funds, see part 2a.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOFTVEST ADVISORS, LLC?
SOFTVEST ADVISORS, LLC has approximately 7 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOFTVEST ADVISORS, LLC

Daniel Gene Mcfarland
ABILENE, TX
John Michael Daniel
ABILENE, TX
Eric Lee Oliver
ABILENE, TX

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Research
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