Shawn Patrick Willard
Investment adviser representative at Orca Investment Management, LLC
17 yearsExperience
2 statesRegistered in
$211.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Orca Investment Management, LLCJan 2024 to now
- Eastside Distilling, IncAug 2019 to Nov 2019
- Orca Investment Management, LLCDec 2009 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Orca Investment Management, LLC
$211.7MAssets managed
364Clients
10Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430899
- Firm CRD
- 144377