Private fund adviser · Abilene, TX
Softvest Advisors
Softvest Advisors, LLC · SEC-registered investment adviser · CRD 300084 · SEC 801-114671
At a glance
Softvest Advisors is an SEC-registered investment adviser based in Abilene, Texas, with $788 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,558th of 4,686 private fund advisers and 6,144th of 17,210 SEC-registered advisers by assets.
Main office 325-677-6177As filed on Form ADV
- Regulatory AUM
- $788M
- Rank among private fund advisers
- #2,558 of 4,686
- Rank among all SEC RIAs
- #6,144 of 17,210
- Rank in Texas
- #379 of 1,081
- Clients
- 6
- Accounts
- 6
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- John M. DanielChief Compliance Officer and Chief Financial Officer
- Kline D. OliverChief Trading/risk Officer
- Eric L. OliverPresident and Managing Member
Custody and brokerage
Custodian
Softvest Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $788M | 100% |
Private funds
Softvest Advisors reports 6 private funds with $734M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Softvest Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Softvest Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 2,220 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Softvest Advisors manage?
Softvest Advisors reports $788 million in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Softvest Advisors?
Softvest Advisors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Softvest Advisors’s clients?
By assets, its largest client types are pooled investment vehicles ($788 million, 6 clients).
Does Softvest Advisors manage private funds?
Yes. It reports 6 private funds with $734 million in gross assets, including hedge funds, private equity funds.
Does Softvest Advisors have any disciplinary history?
Softvest Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Softvest Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →