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Kerwin Luther Doughton

ORCA INVESTMENT MANAGEMENT, LLC·ROSEBURG, Oregon
ORCA INVESTMENT MANAGEMENT, LLC
2250 AVIATION DRIVE, ROSEBURG, OR 97470CRD# 70917Firm CRD# 144377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerwin Luther Doughton · ROSEBURG, OR
Registration
CRD #70917 · ORCA INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Kerwin Luther Doughton is a registered financial advisor based in ROSEBURG, Oregon, affiliated with ORCA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC
AUM
$162M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ORCA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIABLE PROJECT RELATED FEES
Regulatory
SEC/IARD CRD# 70917
Firm CRD# 144377
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kerwin Luther Doughton offer?
Kerwin Luther Doughton specializes in Investment Management, Wealth Management. Contact their office in ROSEBURG, Oregon for a consultation.
What are Kerwin Luther Doughton's credentials?
Kerwin Luther Doughton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerwin Luther Doughton located?
Kerwin Luther Doughton is based in ROSEBURG, Oregon, working with ORCA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ROSEBURG metropolitan area and surrounding communities.
How does Kerwin Luther Doughton charge for services?
Kerwin Luther Doughton's firm is compensated through percentage of aum, subscription fees, other: negotiable project related fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORCA INVESTMENT MANAGEMENT, LLC?
ORCA INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ORCA INVESTMENT MANAGEMENT, LLC

Shawn Patrick Willard
ROSEBURG, OR
Kimberly Sue Friel
ROSEBURG, OR
Roger Keith Thomas
ROSEBURG, OR
William George Barham
ROSEBURG, OR

More Advisors in ROSEBURG, Oregon

Fred David Littlejohn
LITTLEJOHN FINANCIAL SERVICES, INC·ROSEBURG, OR

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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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