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ORRELL CAPITAL MANAGEMENT

LIVERMORE, CA · CRD 112487 · IAPD ↗ · ocmgoldfund.com · 925-455-0802

$238.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
May 2026 — ORRELL CAPITAL MANAGEMENT reported RAUM up 160% ($90.9M -> $236.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ORRELL CAPITAL MANAGEMENT reported RAUM up 77% ($51.3M -> $90.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.