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).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    590
    ACCOUNTS
  • Average Account Value
    $292,989
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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, ID, OR, TX, WA

Financial Advisors at Orca Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William G. Barham
CRD#: 12438
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035

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.

2
Kimberly S. Friel
CRD#: 5123423
2250 Aviation Drive, Suite 3, Roseburg, OR 97470

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.

3
Roger K. Thomas
CRD#: 4377628
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035

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.

4
Shawn P. Willard
CRD#: 2430899
6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035

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.

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