Orca Investment Management, LLC
Orca Investment Management, LLC is an SEC-registered mass-market adviser in Lake Oswego, OR with $211.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Orca Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144377, SEC 801-68050, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $211.7M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Lake Oswego, OR
- Employees
- 7
- Clients
- 364
- CRD
- 144377
- Ownership
- WILLARD, SHAWN, PATRICK; DOUGHTON, KERWIN, LUTHER; FRIEL, KIMBERLY; THOMAS, ROGER, KEITH; FRIEL, KIMBERLY, SUE
How much AUM does Orca Investment Management, LLC have?
Orca Investment Management, LLC reported $211.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Orca Investment Management, LLC?
Disclosed owners and executives of Orca Investment Management, LLC include WILLARD, SHAWN, PATRICK, DOUGHTON, KERWIN, LUTHER, FRIEL, KIMBERLY, THOMAS, ROGER, KEITH, FRIEL, KIMBERLY, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.