Blue Orca, LLC: new SEC registration, $232M AUM, Austin, TX
Blue Orca, LLC (Austin, Texas): new SEC registration, $232M AUM, Austin, TX. Its amount of 232 is above the median of 134 (72nd percentile). Dated 63 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 232 · 72th percentile of 1,149 NewRiaPulse records · 1.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Orca, LLC |
| Legal name | Blue Orca, LLC |
| CRD | 311503 |
| Status | Approved |
| Registered with the SEC | 2026-09-02 |
| Latest Form ADV filing | 2026-06-27 |
| Location | Austin, TX, United States |
| Regulatory AUM | $232,192,784 |
| Accounts | 6 |
| Employees | 7 |
| Website | https://www.youtube.com/channel/UCuQJVjKU21QttI3TuwM4oFg |
| amount percentile | 72th of 1,149 (median 134, 1.7x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Orca, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Blue Orca, LLC's amount: 72nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $232M under management.
- Website on file.
What is the NewRiaPulse record for Blue Orca, LLC in Austin, Texas?
Blue Orca, LLC received SEC registration as an investment adviser (2026-09-02) with $232,192,784 in regulatory assets under management, based in Austin, TX.
How does Blue Orca, LLC compare to other Texas NewRiaPulse records?
Its amount of 232 sits in the upper half (72th percentile) of 1,149 records; the median is 134. It is 63 days old; check the official source for later updates before acting.
Blue Orca, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Orca, LLC | Austin, TX | 232 | 72nd | 2026-09-02 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.