ORCA INVESTMENT MANAGEMENT, LLC
CRD #144377 SEC #801-68050 LAKE OSWEGO, OR (503)582-9500
SEC Registered
Total AUM
$183.4M
Discretionary
$175.7M
Employees
7
Clients
--
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $183.4M | $175.7M | $7.7M | 7 | 8 |
| Jun 2025 | $183.4M | $175.7M | $7.7M | 7 | 8 |
| Jun 2025 | $183.4M | $175.7M | $7.7M | 7 | 8 |
| Mar 2025 | $183.4M | $175.7M | $7.7M | 7 | 8 |
| Jan 2025 | $162.1M | $160.9M | $1.3M | 7 | 8 |
| May 2024 | $162.1M | $160.9M | $1.3M | 7 | 8 |
| Mar 2024 | $162.1M | $160.9M | $1.3M | 7 | 8 |
| Jan 2024 | $137.4M | $136M | $1.3M | 7 | 8 |
| Mar 2023 | $137.4M | $136M | $1.3M | 7 | 8 |
| Mar 2022 | $172.9M | $171.2M | $1.7M | 7 | 10 |
| Dec 2021 | $155.2M | $154.3M | $892K | 7 | 10 |
| Dec 2021 | $155.2M | $154.3M | $892K | 7 | 10 |
| Aug 2021 | $155.2M | $154.3M | $892K | 7 | 10 |
| Mar 2021 | $155.2M | $154.3M | $892K | 7 | 10 |
| Jun 2020 | $151.9M | $151.2M | $678.5K | 7 | 10 |
| Mar 2020 | $151.9M | $151.2M | $678.5K | 7 | 10 |
| Mar 2019 | $142.5M | $141.8M | $758.4K | 8 | 12 |
| Jul 2018 | $188.6M | $188.6M | $0 | 8 | 13 |
| Mar 2018 | $188.6M | $188.6M | $0 | 8 | 13 |
| Jan 2018 | $176M | $176M | $0 | 8 | 13 |
| Mar 2017 | $176M | $176M | $0 | 8 | 400 |
| Mar 2016 | $200.4M | $194.5M | $5.9M | 8 | 400 |
| Mar 2015 | $218M | $212.1M | $5.9M | 9 | 400 |
| Mar 2014 | $220.9M | $214.9M | $6.1M | 9 | 500 |
| Jun 2013 | $222.3M | $212.5M | $9.8M | 6 | 300 |
| Feb 2013 | $222.3M | $212.5M | $9.8M | 6 | 300 |
| Jan 2013 | $222.3M | $212.5M | $9.8M | 6 | 300 |
| Sep 2012 | $112.9M | $98.2M | $14.6M | 6 | 300 |
| Mar 2012 | $112.9M | $98.2M | $14.6M | 6 | 300 |
| Mar 2009 | $25.8M | $24.5M | $1.2M | 5 | -- |
| Jan 2008 | $45.2M | $41.2M | $4.1M | 5 | -- |
| Oct 2007 | $45.2M | $41.2M | $4.1M | 5 | -- |
DateJun 2025
Total AUM$183.4M
Discretionary$175.7M
Non-Disc.$7.7M
Employees7
Clients8
DateJun 2025
Total AUM$183.4M
Discretionary$175.7M
Non-Disc.$7.7M
Employees7
Clients8
DateJun 2025
Total AUM$183.4M
Discretionary$175.7M
Non-Disc.$7.7M
Employees7
Clients8
DateMar 2025
Total AUM$183.4M
Discretionary$175.7M
Non-Disc.$7.7M
Employees7
Clients8
DateJan 2025
Total AUM$162.1M
Discretionary$160.9M
Non-Disc.$1.3M
Employees7
Clients8
DateMay 2024
Total AUM$162.1M
Discretionary$160.9M
Non-Disc.$1.3M
Employees7
Clients8
DateMar 2024
Total AUM$162.1M
Discretionary$160.9M
Non-Disc.$1.3M
Employees7
Clients8
DateJan 2024
Total AUM$137.4M
Discretionary$136M
Non-Disc.$1.3M
Employees7
Clients8
DateMar 2023
Total AUM$137.4M
Discretionary$136M
Non-Disc.$1.3M
Employees7
Clients8
DateMar 2022
Total AUM$172.9M
Discretionary$171.2M
Non-Disc.$1.7M
Employees7
Clients10
DateDec 2021
Total AUM$155.2M
Discretionary$154.3M
Non-Disc.$892K
Employees7
Clients10
DateDec 2021
Total AUM$155.2M
Discretionary$154.3M
Non-Disc.$892K
Employees7
Clients10
DateAug 2021
Total AUM$155.2M
Discretionary$154.3M
Non-Disc.$892K
Employees7
Clients10
DateMar 2021
Total AUM$155.2M
Discretionary$154.3M
Non-Disc.$892K
Employees7
Clients10
DateJun 2020
Total AUM$151.9M
Discretionary$151.2M
Non-Disc.$678.5K
Employees7
Clients10
DateMar 2020
Total AUM$151.9M
Discretionary$151.2M
Non-Disc.$678.5K
Employees7
Clients10
DateMar 2019
Total AUM$142.5M
Discretionary$141.8M
Non-Disc.$758.4K
Employees8
Clients12
DateJul 2018
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees8
Clients13
DateMar 2018
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees8
Clients13
DateJan 2018
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees8
Clients13
DateMar 2017
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$200.4M
Discretionary$194.5M
Non-Disc.$5.9M
Employees8
Clients400
DateMar 2015
Total AUM$218M
Discretionary$212.1M
Non-Disc.$5.9M
Employees9
Clients400
DateMar 2014
Total AUM$220.9M
Discretionary$214.9M
Non-Disc.$6.1M
Employees9
Clients500
DateJun 2013
Total AUM$222.3M
Discretionary$212.5M
Non-Disc.$9.8M
Employees6
Clients300
DateFeb 2013
Total AUM$222.3M
Discretionary$212.5M
Non-Disc.$9.8M
Employees6
Clients300
DateJan 2013
Total AUM$222.3M
Discretionary$212.5M
Non-Disc.$9.8M
Employees6
Clients300
DateSep 2012
Total AUM$112.9M
Discretionary$98.2M
Non-Disc.$14.6M
Employees6
Clients300
DateMar 2012
Total AUM$112.9M
Discretionary$98.2M
Non-Disc.$14.6M
Employees6
Clients300
DateMar 2009
Total AUM$25.8M
Discretionary$24.5M
Non-Disc.$1.2M
Employees5
Clients--
DateJan 2008
Total AUM$45.2M
Discretionary$41.2M
Non-Disc.$4.1M
Employees5
Clients--
DateOct 2007
Total AUM$45.2M
Discretionary$41.2M
Non-Disc.$4.1M
Employees5
Clients--