Orca Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 144377
- SEC number
- 801-68050
- Firm type
- RIA
- Assets under management
- $211.7M as of May 1, 2026
- Website
- orcaim.com ↗
- Phone
- (503)582-9500
- Address
- 6 Centerpointe Drive, Lake Oswego, OR, 97035
Advisors at this firm
10 in our index · page 1 of 1
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Nicoh Ryan AldayCRD 7459835 · Walnut Creek, CAIA RegisteredBroker
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William George BarhamCRD 12438 · Lake Oswego, ORIA RegisteredDisclosure event(s) on record
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Jamal ClarkeCRD 7191635 · Walnut Creek, CAIA RegisteredBroker
-
Peter Raymond FogartyCRD 1889799 · Walnut Creek, CAIA RegisteredBroker
-
Nicholas Dimitri LailasCRD 7601478 · New York, NYIA RegisteredBroker
-
David Allen MaiselCRD 1865794 · Portland, ORIA RegisteredBroker
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John Anthony NoleCRD 1609191 · St. Petersburg, FLIA RegisteredBrokerDisclosure event(s) on record
-
Harry Lynn StriplinCRD 1023235 · Lake Oswego, ORIA RegisteredBroker
-
Roger Keith ThomasCRD 4377628 · Lake Oswego, ORIA Registered
-
Shawn Patrick WillardCRD 2430899 · Lake Oswego, ORIA Registered
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 144377 ↗
FINRA BrokerCheck record for firm CRD 144377 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.