Orca Investment Management, LLC

Orca Investment Management, LLC (CRD# 144377) is a financial advisory firm headquartered in Roseburg, OR. They manage $151,862,792 in 603 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2250 Aviation Drive, Suite 3, Roseburg, OR 97470
https://orcaim.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $251,845
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, LA, OR, WA

Financial Advisors at Orca Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Barham, financial advisor Lake Oswego OR
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 27 years of experience in the finance industry.

2
Kimberly Friel, financial advisor Roseburg OR
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 9 years of experience in the finance industry.

3
Roger Thomas, financial advisor Lake Oswego OR
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 20 years of experience in the finance industry.

4
Shawn Willard, financial advisor Lake Oswego OR
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 26 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals