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Harry Striplin

Orca Investment Management, LLC
44 Years of Experience
Lake Oswego, OR
Broker
View SEC Summary
View SEC Summary

Harry Striplin is a registered investment advisor at Orca Investment Management, LLC, based in Lake Oswego, OR, with 44 years of industry experience. Harry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 364 clients with $210M in assets under management.

Orca Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
364 clients
Average Client Portfolio
$581K average
Assets Under Management
$211.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable based on account size, servicing requirements, and other factors, ranging up to 1.25% down to zero. Some legacy clients use a tiered schedule or pay a quarterly fixed fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Harry co-owns an engraving business, Bill's Badges West, with his wife, dedicating minimal time to it. He is also a FINRA appointed arbitrator, compensated only when selected for a panel.

Employment History
Current Registrations
Orca Investment Management, LLC
January 2025 - Present · 1 yr 9 mos
Paulson Investment Company LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Paulson Investment Advisors, LLC
November 2019 - December 2024 · 5 yrs 1 mo
Paulson Investment Company, LLC
September 2019 - December 2020 · 1 yr 3 mos
Umpqua Investments, INC.Broker
December 2008 - August 2019 · 10 yrs 8 mos
Umpqua Investments, INC.
December 2008 - August 2019 · 10 yrs 8 mos
Paulson Investment Company, INC.
February 2001 - December 2008 · 7 yrs 10 mos
Paulson Investment Company, INC.Broker
April 1991 - December 2008 · 17 yrs 8 mos
Murphey Favre, INC.Broker
January 1987 - April 1991 · 4 yrs 3 mos
Somers, Grove & CO., INC.Broker
January 1982 - January 1987 · 5 yrs
State Registrations1 state
OR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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