Orca Investment Management, LLC
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Overview
Orca Investment Management, LLC is located at 2250 Aviation Drive, Roseburg, OR. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Orca Investment Management, LLC is not a registered broker-dealer.
Orca Investment Management, LLC oversees $162.1 million in assets under management across 557 accounts, of which 553 are discretionary and 4 are non-discretionary. The services offered include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Orca Investment Management, LLC includes asset-based, fixed, and other fees. The firm has 45 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.
Orca Investment Management, LLC is registered in the states of California, Idaho, Texas, Washington, and Oregon.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orca Investment Management, LLC by the Numbers
$162.1 million
7
557
$291.0 thousand
Fee Structure
A financial advisor's fees usually depend on the type of financial services provided. Fees charged by Orca Investment Management, LLC most likely consist of any blend of the following fee structures: asset-based, fixed, or other.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 2 clients, Orca Investment Management, LLC's largest client type by number of accounts is high net worth investors, but it also manages money for 45 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 16.79%
- Other Individuals - 83.21%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Orca Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Orca Investment Management, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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