Blue Orca Securities
Firm details
- Headquarters
- North Palm Beach, Florida
- CRD number
- 344606
- Registered since
- October 22, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Blue Orca Securities, organized as a limited liability company, is a newly formed SEC-registered investment adviser (registration year 2026). The firm is owned by an individual and is classified as unclassified in the source data. Its advisory focus is portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm charges fees as a percentage of assets under management. Operational attributes reported include that Blue Orca Securities is not positioned as a capital allocator, is not an active ESG investor, and is not a multi-state adviser. It is not listed as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
North Palm Beach, FL
Palm Beach
Location
North Palm Beach, FL
Headquartered in North Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 11300 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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