Roger Keith Thomas
Investment adviser representative at Orca Investment Management, LLC
16 yearsExperience
1 stateRegistered in
$211.7MFirm assets
19 yearsFirm in business
Are you Roger Keith Thomas? Claim your profile
Contact this firm
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
16 years in the industry.
- Orca Investment Management, LLCFeb 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
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
- 4377628
- Firm CRD
- 144377