SourcingSourcing

ORRELL CAPITAL MANAGMENT, INC.

A66
CRD 112487·SEC 801-38997·LIVERMORE, CA
AUM
$236.3M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$709K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORRELL CAPITAL MANAGMENT, INC.
CRD
112487
SEC file #
801-38997
EIN
—
DBA names
Orrell Capital Management

Economics

AUM
$236.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$28.0M → $236.3M▲ +744%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
LIVERMORE CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
ocmgoldfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORRELL, GREGORY, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ORRELL, GREGORY, MICHAEL
Orrell, Steven, Michael
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OCMGOLDFUND.COM
Rdap Domain Creation Date
2003-01-10T15:10:53Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4559
Soi Zip Pct 200k Plus
0.2006
Soi Zip Returns 200k Plus
4,000
Soi Zip Total AGI
2,584,756
Fdic Zip Total Deposits
5,732,324,000
Fdic Zip Branch Count
74
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Wells Fargo2
Interactive Brokers1
Fdic Zip Branches Raw
Wells Fargo Bank, National AssociationLivermore, CA
Washington Mutual BankLivermore, CA
Fdic Zip HHI
2400.71
Fdic Zip Top Bank Share Pct
35.84
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-10T15:10:53Z
Rdap Domain Last Changed
2024-04-09T20:58:22Z
Rdap Nameservers
Ns1.visibledns.netNs2.visibledns.netNs3.visibledns.netNs4.visibledns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,576
Returns3,400
Stub 2
AGI111,727
Returns3,010
Stub 3
AGI157,383
Returns2,540
Soi Zip Total Business Income
56,223
Soi Zip Total Cap Gains
70,830
Soi Zip Total Dividends
25,403
Soi Zip Total Returns
19,940
Top Owner CRD
1190768
Trust Company Affiliate
No

People (2)

2
ORRELL, GREGORY, MICHAEL
IAR · Direct Owner · 87.5%
1190768
Orrell, Steven, Michael
Executive Officer · 2.5%
8223212