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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Alpha catalystBeacon matrix +more
- Established Date
- 06-25-2007
- Office Locations
- 5
Office Locations
About Orca Investment Management, LLC
Orca Investment Management is a fee-only registered investment adviser serving primarily individual investors with straightforward portfolio management and guidance. Portfolios emphasize core public markets exposure via individual stocks and bonds, mutual funds, and ETFs, with recommendations grounded in client risk tolerance and existing holdings reviews. The firm offers unbiased advice independent of product commissions and supports client accounts through a Charles Schwab client portal; the team cites 140+ years of combined industry experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Harry Lynn Striplin
Chief Compliance Officer
- CRD
- #1023235
- Ownership
- Less than 5%
SHAWN PATRICK WILLARD
Analyst, Manager
- CRD
- #2430899
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
NICOH RYAN ALDAY JR
--
- CRD
- #7459835
WILLIAM GEORGE BARHAM
Registered Representative
- CRD
- #12438
North bridge
Radial bridge
- CRD
- #93801
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,528,303 | $380,692 |
| Non-Discretionary | $9,126,556 | $365,062 |
| Total | $211,654,859 | $379,991 |
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Separately Managed Accounts
Total SMA Asset: $211,654,859
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $541,857,967 | 10.2% |
| Public Funds | $1,939,001,549 | 36.5% |
| U.S. Government/Agency | $1,742,445,228 | 32.8% |
| Cash | $1,089,028,267 | 20.5% |
| Total | $5,312,333,011 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA PRIME | CATALYST VECTOR | NVRD2596A | TRB | 3.12% | $88,705,562 |
| WAVE SUMMIT | CREST QUANTUM | 2VTJZLWJF | FTATW | 8.51% | $7,075,664 |
| PIONEER EAGLE VITAL | CAPITAL VALUE | IZ4GO82PB | BNK | 12.15% | $81,642,504 |
| PATHWAY SUMMIT SIGNAL | ZENITH PIONEER | 2U6JLGLJ3 | RMBX | 11.17% | $101,188,485 |
| MOMENTUM FOCUS | HORIZON GLACIER | UPQ88EZVM | EBYH | 10.38% | $17,519,059 |
| SIGNAL VITAL | CAPITAL GLACIER | 58XJNZIUE | GJVWP | 12.02% | $24,296,550 |
| UNISON ZENITH BEACON | FOUNDATION INSIGHT | QZBKWCWRX | OYC | 3.10% | $44,656,206 |
| WAVE DELTA | PRIME PRIME | 2BZI5D6O7 | RLSME | 12.41% | $71,184,164 |