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Chief Trading/risk Officer · Softvest Advisors

Kline D. Oliver

CRD 7022224 · Named on Form ADV at one SEC-registered adviser

At a glance

Softvest Advisors, an SEC-registered private fund adviser based in Abilene, TX with $788 million in regulatory assets, lists Kline D. Oliver on its Form ADV as Chief Trading/risk Officer, a control person.

Firms and roles

  • Softvest AdvisorsChief Trading/risk OfficerPrivate fund adviser · Abilene, TX · $788M in regulatory assets

AtlasMembers

Kline’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John M. DanielChief Compliance Officer and Chief Financial Officer, Softvest Advisors
  • Eric L. OliverPresident and Managing Member, Softvest Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kline’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.