VANCOUVER, BRITISH COLUMBIACRD 132242Latest ADV June 25, 2025
Odlum Brown USA Investment Management Limited is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, British Columbia. Its latest Form ADV filing, dated June 25, 2025, reports $160M in regulatory assets under management, 29 employees, 5 offices, and 422 accounts.
Assets Under Management
$160M
Employees
29
Offices
5 offices
Total Clients
238
Primary office
VANCOUVER, BRITISH COLUMBIA
1100-250 HOWE STREET, VANCOUVER, BRITISH COLUMBIA, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
165
2
Corporations
18.1%
43
3
HNWI
12.6%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of June 25, 2025
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts422
10Y AUM Change+$75M (+88.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee8:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.