Orca Investment Management, LLC
Orca Investment Management, LLC (CRD# 144377) is a financial advisory firm headquartered in Roseburg, OR. They manage $172,863,396 in 590 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts590ACCOUNTS
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Average Account Value$292,989
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

CA, ID, OR, TX, WA
William Barham (CRD# 12438) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 28 years of experience in the finance industry.
Kimberly Friel (CRD# 5123423) is an Investment Advisor Representative working at Orca Investment Management, LLC in Roseburg, OR and has over 10 years of experience in the finance industry.
Roger Thomas (CRD# 4377628) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.
Shawn Willard (CRD# 2430899) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 28 years of experience in the finance industry.