Orca Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 3, 2026, reports $212M in regulatory assets under management, 7 employees, 1 office, and 557 accounts.
Assets Under Management
$212M
Employees
7
Offices
1 office
Total Clients
364
Primary office
LAKE OSWEGO, OR
6 CENTERPOINTE DRIVE, SUITE 300, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
321
2
HNWI
10.4%
38
3
Charitable
1.4%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of May 1, 2026
Discretionary95.7%
$203M
96% of total RAUM95.7%
Non-discretionary4.3%
$9M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts557
10Y AUM Change+$36M (+20.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee52:1
10Y Employee Change-1 (-12.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.