Heather Honey Davis
Investment adviser representative at Orca Investment Management, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Orca Investment Management, LLCJul 2026 to now
- Paulson Investment Company, LLCJan 2020 to now
- Umpqua Investments, IncMay 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 2621029
- Firm CRD
- 144377