Orca Investment Management, LLC

Overview

Orca Investment Management, LLC is an SEC registered investment adviser based in Lake Oswego, OR, registered since 2007. It reports $212M in assets under management across 557 accounts, with 7 employees. It has 10 investment adviser representatives.

Reported AUM

$212M

Discretionary

96%

Accounts

557

Average account

$38K

Employees

7

Advisory reps

10

Registered since

2007

Jurisdictions

10

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Harry Lynn Striplin Chief Compliance Officer CRD 1023235
• Shawn Patrick Willard Manager CRD 2430899

Advisory reps 3 of 10

• Nicoh Ryan Alday Jr. Registered Rep · Investment Adviser Rep CRD 7459835
• William George Barham Investment Adviser Rep CRD 12438
• Heather Honey Davis Registered Rep · Investment Adviser Rep CRD 2621029

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6 Centerpointe Dr Ste 300
Lake Oswego, OR 97035

County

Clackamas

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: orcaim.com

Every state, with registration dates

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