Orca Investment Management, LLC

Orca Investment Management, LLC (CRD# 144377) is a financial advisory firm headquartered in Roseburg, OR. They manage $200,422,817 in 807 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
738 Se Kane Street, Roseburg, OR 97470
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    807
    ACCOUNTS
  • Average Account Value
    $248,355
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Orca Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kerwin Doughton, financial advisor Roseburg OR
Kerwin L. Doughton
CRD#: 70917
738 Se Kane Street, Roseburg, OR 97470
93
Wealthminder
score

Kerwin Doughton (CRD# 70917) is an Investment Advisor Representative working at Orca Investment Management, LLC in Roseburg, OR and has over 29 years of experience in the finance industry.

2
Roger Thomas, financial advisor Lake Oswego OR
Roger K. Thomas
CRD#: 4377628
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035
93
Wealthminder
score

Roger Thomas (CRD# 4377628) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 16 years of experience in the finance industry.

3
Shawn Willard, financial advisor Lake Oswego OR
Shawn P. Willard
CRD#: 2430899
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035
93
Wealthminder
score

Shawn Willard (CRD# 2430899) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.

4
Kimberly Friel, financial advisor Roseburg OR
Kimberly S. Friel
CRD#: 5123423
738 Se Kane Street, Roseburg, OR 97470
90
Wealthminder
score

Kimberly Friel (CRD# 5123423) is an Investment Advisor Representative working at Orca Investment Management, LLC in Roseburg, OR and has over 5 years of experience in the finance industry.

5
William Barham, financial advisor Lake Oswego OR
William G. Barham
CRD#: 12438
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035
73
Wealthminder
score

William Barham (CRD# 12438) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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