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ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
CRD 132242File 801-63386
APPROVED
Retail clients
Custody
Filing as of Jun 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$174.6M
Bottom 25% of cohort (national)
Discretionary AUM
$174.6M
Clients
255
448 accounts
Employees
30
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 20, 2004
- Principal office
- 1100-250 HOWE STREET, VANCOUVER, BRITISH COLUMBIA, V6C 3S9
- Phone
- 1-866-636-8222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.6M
- Discretionary AUM
- $174.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 448
- Non-discretionary accounts
- 0
- Total accounts
- 448
- AUM per client
- $685K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 43 | $55.5M |
| High net worth individuals | 37 | $72.3M |
| Individuals (other than high net worth individuals) | 175 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 29 | 30 | increased by1 |
| Jul 1, 2026 | Clients | 238 | 255 | increased by17 |
| Jul 1, 2026 | AUM | $159,939,960 | $174,573,976 | increased by$14,634,016 |
| Jul 1, 2026 | Accounts | 422 | 448 | increased by26 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 33 | 29 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 230 | 238 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $150,293,499 | $159,939,960 | increased by$9,646,461 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 406 | 422 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 33 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 211 | 230 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,055,553 | $150,293,499 | decreased by$30,762,054 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 358 | 406 | increased by48 |
| Jul 1, 2022 | Employees | 37 | 36 | decreased by1 |
| Jul 1, 2022 | Clients | 201 | 211 | increased by10 |
| Jul 1, 2022 | AUM | $118,312,656 | $181,055,553 | increased by$62,742,897 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ODLUM BROWN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ODLUM BROWN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.