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BLUE ORCA, LLC

AUSTIN, TX · CRD 311503 · IAPD ↗ · 512-934-4736

$232.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
October 2026 — BLUE ORCA, LLC (AUSTIN, TX) is newly SEC-registered with $232.2M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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