Overview
Assets Under Management: $183 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 30
Average Client Assets: $2 million
Frequently Asked Questions
ORCA INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144377), ORCA INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ORCA INVESTMENT MANAGEMENT, LLC is headquartered in LAKE OSWEGO, OR.
ORCA INVESTMENT MANAGEMENT, LLC serves 30 high-net-worth clients according to their SEC filing dated June 18, 2025. View client details ↓
According to their SEC Form ADV, ORCA INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ORCA INVESTMENT MANAGEMENT, LLC manages $183 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, ORCA INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 589
Discretionary Accounts: 564
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 144377
Filing ID: 1998828
Last Filing Date: 2025-06-18 16:07:00
Website: https://orcaim.com