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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.