ORCA Investment Management LLC

ORCA Investment Management LLC is a registered and approved investment management company with the U.S. Securities and Exchange Commission. The OR-based firm employs 8 staff members, 4 of whom are advisors, and serves 12 clients. Established in 2007, ORCA INVESTMENT MANAGEMENT, LLC maintains a reputation for providing professional financial services and is committed to assisting clients in achieving their investment goals.

• KERWIN LUTHER DOUGHTON

  UNIT HOLDER owns more than 10% but less than 25%

• KIMBERLY SUE FRIEL

  MEMBER, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• ROGER KEITH THOMAS

  MEMBER, FIXED INCOME PORTFOLIO MANAGER owns more than 10% but less than 25%

• SHAWN PATRICK WILLARD

  PRESIDENT, MANAGING MEMBER owns more than 50% but less than 75%

• WILLIAM GEORGE BARHAM

  MEMBER, SENIOR PORTFOLIO MANAGER owns more than 10% but less than 25%

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• Orca Investment Management Holds its Own: A Comparison of Q4 2022 vs. Q1 2023

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