Orca Investment Management, LLC

Investment Advisor
in Roseburg, OR

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About this Advisor

Kimberly Friel is a financial advisor working out of Roseburg, Oregon who has 12 years of relevant experience. Friel is an advisor for Orca Investment Management, LLC. They have worked at Orca Investment Management, Llc for their whole career. Friel has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Oregon. Orca Investment Management, LLC is a financial advisory firm that has its headquarters in Roseburg, OR. The firm has a total of seven employees. It controls $137 million in assets between its 563 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 563 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Orca Investment Management, LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on the services provided. Fees billed by Orca Investment Management, LLC likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2250 Aviation Drive Suite 3
Roseburg, OR 97470

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Orca Investment Management, LLC Brokerage Details

Total Assets Under Management


OR Average: $1,120,203,312
Total Number of Employees


OR Average: 50
Total Number of Accounts


OR Average: 1,309
Average Account Size


OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kimberly Friel Work History

Kimberly has been registered as a financial advisor for 12 years.*

2010 - Present (13 years)

Orca Investment Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Kimberly Friel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orca Investment Management, LLC

William Barham
Lake Oswego, OR
Kimberly Friel
Roseburg, OR
Shawn Willard
Lake Oswego, OR
Roger Thomas
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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