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ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377File 801-68050
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$211.7M
Below cohort median (national)
Discretionary AUM
$202.5M
Non-discretionary $9.1M
Clients
364
557 accounts
Employees
7
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 25, 2007
- Principal office
- 6 CENTERPOINTE DRIVE, SUITE 300, LAKE OSWEGO, OR, 97035
- Phone
- (503)582-9500
- Website
- HTTPS://ORCAIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $211.7M
- Discretionary AUM
- $202.5M
- Non-discretionary AUM
- $9.1M
- Discretionary accounts
- 532
- Non-discretionary accounts
- 25
- Total accounts
- 557
- AUM per client
- $581K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $138K |
| Charitable organizations | 5 | $6.0M |
| High net worth individuals | 38 | $86.3M |
| Individuals (other than high net worth individuals) | 321 | $119.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — NEGOTIABLE PROJECT RELATED FEES
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
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.