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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC, CRD 314867

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f03f130a-a03d-cfde-acb7-12ff470d5335

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: May 19, 2021 to Mar 30, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $340MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $340M
Private client RAUM: $335MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $68.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,390
Individual clients: 401
High net worth clients: 83
SEC number: 801-121543
CRD: 314867
Filings on the tape: 11
First filed: May 19, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, MD
Website: oliverwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Nathan Thomas McDuffee	Certified Financial Planner\|Chartered Financial Consultant	TOWSON, MD	3	11	2	no
BRANDON CHRISTOPHER OLIVER	n/a	BOCA RATON, FL \| TOWSON, MD \| ST. LOUIS, MO	3	27	5	no
ANDREW KNACHEL	n/a	TOWSON, MD	2	12	n/a	no
Joseph Michael Plume	n/a	TOWSON, MD	1	13	2	no
George Mitchell Boudreau	n/a	TOWSON, MD	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
McDuffee, Nathan, Thomas	CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	May 14, 2024	May 14, 2024
OLIVER, BRANDON, CHRISTOPHER	MANAGING DIRECTOR	E	yes	05/2021	May 19, 2021	May 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	1	no
ST. LOUIS	Mo	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$340M	$340M	6	4	2	n/a	n/a
2024	Mar 25, 2025	$298M	$298M	5	4	2	n/a	n/a
2023	Feb 27, 2024	$290M	$290M	5	4	2	n/a	n/a
2022	Mar 21, 2023	$248M	$248M	6	4	2	n/a	n/a
2021	Mar 30, 2022	$292M	$292M	5	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$340M	$298M	14.4%	$248M	11.1%	6	5	2	2

Relationships

Registered with (7)

← George Mitchell BoudreauAdvisorregistration: current employment
May 14, 2026 to presentfactForm ADV
← Joseph Michael PlumeAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ANDREW KNACHELAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← BRANDON CHRISTOPHER OLIVERAdvisorregistration: current employment
May 3, 2023 to presentfactForm ADV
← Nathan Thomas McDuffeeAdvisorregistration: current employment
Mar 3, 2023 to presentfactForm ADV
← HEATH JUSTIN HARRISAdvisorregistration: previous registration
Sep 13, 2021 to Apr 4, 2025factForm ADV
← JOSEPH FRANK DARPELAdvisorregistration: previous registration
Sep 11, 2021 to May 16, 2024factForm ADV

Controls (2)

← OLIVER, BRANDON, CHRISTOPHEROwnerMANAGING DIRECTOR, ownership code E, individual
May 19, 2021 to May 14, 2024factForm ADV
← McDuffee, Nathan, ThomasOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 14, 2024 to May 14, 2024factForm ADV

Dated events

Occurred
Apr 4, 2025
Advisor changed firm
Heath Justin Harris left Oliver Wealth Management for Compound Advisory (registered 2025-03-28)
Form ADVobserved 4 days ago
Occurred
May 16, 2024
Advisor changed firm
Joseph Frank Darpel left Oliver Wealth Management for Smart Steps Wealth Management Llc (registered 2024-04-22)
Form ADVobserved 4 days ago
Occurred
May 14, 2024
Control person left
Wendy Tiffany Holman (Chief Compliance Officer) no longer on Schedule A of Oliver Wealth Management (listed 2024-02-27, absent 2024-05-14)
Form ADVobserved 4 days ago
Occurred
May 14, 2024
Control person joined
Thomas Nathan Mcduffee (Chief Compliance Officer) appeared on Schedule A of Oliver Wealth Management
Form ADVobserved 4 days ago
Occurred
Feb 27, 2024
Control person left
Louise Tina Gallo (Chief Compliance Officer) no longer on Schedule A of Oliver Wealth Management (listed 2023-05-03, absent 2024-02-27)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2024
Control person joined
Wendy Tiffany Holman (Chief Compliance Officer) appeared on Schedule A of Oliver Wealth Management
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person joined
Louise Tina Gallo (Chief Compliance Officer) appeared on Schedule A of Oliver Wealth Management
Form ADVobserved 4 days ago
Occurred
May 19, 2021
First Form ADV filing
Oliver Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f03f130a-a03d-cfde-acb7-12ff470d5335
First observed: May 19, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC, CRD 314867

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f03f130a-a03d-cfde-acb7-12ff470d5335

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Nathan Thomas McDuffee

Certified Financial Planner|Chartered Financial Consultant

TOWSON, MD

BRANDON CHRISTOPHER OLIVER

n/a

BOCA RATON, FL | TOWSON, MD | ST. LOUIS, MO

ANDREW KNACHEL

n/a

TOWSON, MD

n/a

Joseph Michael Plume

n/a

TOWSON, MD

George Mitchell Boudreau

n/a

TOWSON, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

McDuffee, Nathan, Thomas

CHIEF COMPLIANCE OFFICER

yes

04/2024

May 14, 2024

OLIVER, BRANDON, CHRISTOPHER

MANAGING DIRECTOR

yes

05/2021

May 19, 2021

May 14, 2024

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

ST. LOUIS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$340M

n/a

2024

Mar 25, 2025

$298M

n/a

2023

Feb 27, 2024

$290M

n/a

2022

Mar 21, 2023

$248M

n/a

2021

Mar 30, 2022

$292M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$340M

$298M

14.4%

$248M

11.1%