Softvest Advisors provides portfolio management for pooled vehicles. The firm advises 6 private funds.
Softvest Advisors reports 6 clients. They include 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($788M across 6 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
| Insurance companies | Fewer than 5 | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $788M | 100.0% | $131M |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Total | 6 | $788M | 100% | — |
- Clients
- 6
- Regulatory AUM
- $788M
- AUM share
- 100.0%
- Avg. per client
- $131M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 6
- Regulatory AUM
- $788M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 6
Softvest Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Softvest Advisors Holdings, LLC owns 75% or more of Softvest Advisors and is in turn owned by Eric Oliver (25–50%) and Kline Oliver (25–50%). The leadership team of Softvest Advisors includes President Eric Oliver and Chief Financial Officer John Daniel. It has 7 employees.
Leadership
- Eric OliverPresident and Managing Member
- John DanielChief Compliance Officer and Chief Financial Officer
- Kline OliverChief Trading/Risk Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- John Michael Daniel
Staff
- 7 employees
- 7 in advisory functions
- Owns 75% or more of Softvest Advisors, LLC
Softvest Advisors Holdings, LLC
Control person · since March 2019
- Owns 25% to 50% of Softvest Advisors Holdings, LLC
Eric Oliver
Control person · since March 2019
- Owns 25% to 50% of Softvest Advisors Holdings, LLC
Kline Oliver
Control person · since March 2019
Softvest Advisors’ regulatory assets grew 2.7× from $297M (March 2021) to $788M (March 2026); clients fell from 7 to 6 and employees from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $788M | 6 | 7 | 3 |
| March 2025 | $784M | 6 | 7 | 3 |
| March 2024 | $544M | 6 | 7 | 3 |
| June 2023 | $686M | 6 | 8 | 3 |
| March 2022 | $407M | 7 | 9 | 3 |
| March 2021 | $297M | 7 | 8 | 3 |
Besides its headquarters, Softvest Advisors has 2 offices, with 3 listed addresses in Tennessee and Texas.
Texas · 2 listed addresses
- 400 Pine Street, Suite 1010, AbileneHQ
- 6301 Gaston Ave. West Tower, Dallas
Tennessee · 1 listed address
- 480 Craighead Street, Nashville
Contact and registration details
- Legal name
- Softvest Advisors, LLC
- Headquarters
- 400 Pine Street, Suite 1010, Abilene, TX 79601
- Website
- Not reported
- Phone
- 325-677-6177
- SEC file
- 801-114671
- Structure
- Delaware LLC
- Fiscal year end
- December
Softvest Advisors has custody of $788M in client assets for 6 clients.
Softvest Advisors’ reported 13F holdings for the quarter ended 30 June 2026 total $921M across 9 positions; the largest are Texas Pacific Land Corporati (50.5%), Texas Pacific Land Corporati (put option) (22.8%) and Permian Basin Rty TR (16.9%).
Reported 13F holdings
- $921M
- Reported 13F value
- 9
- Positions
- 100.0%
- In the 10 largest
- +5.6%
- Value vs. prior quarter
- Texas Pacific Land Corporati50.5%
- Texas Pacific Land CorporatiPut22.8%
- Permian Basin Rty TR · Unit Ben Int16.9%
- SPDR Series Trust · SP O&g Expl ProPut3.0%
- iShares TR · 20 YR TR BD ETFCall2.1%
- United Sts Oil FD LP · UnitsPut1.7%
- State Str SPDR S&P 500 ETF T · TR UnitPut1.5%
- Cross Timbers Rty TR · TR Unit0.9%
- United Sts Oil FD LP · UnitsCall0.6%
Together, the ten largest are 100.0% of reported value.
How many clients does Softvest Advisors have?
Softvest Advisors has 6 clients and manages $788 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Softvest Advisors offer?
Softvest Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Softvest Advisors have?
Softvest Advisors has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Softvest Advisors?
Softvest Advisors is owned through a holding company by Eric and Kline Oliver. Its direct owner is Softvest Advisors Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Softvest Advisors get paid?
Softvest Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Softvest Advisors?
Softvest Advisors’ main office is at 400 Pine Street, Suite 1010, Abilene, TX 79601. Its phone number is 325-677-6177.