Gregory M. Orrell

ORRELL CAPITAL MANAGEMENT

LIVERMORE, CA 94551

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CRD#: 1190768

Professional summary

Gregory Michael Orrell is a registered financial advisor currently at ORRELL CAPITAL MANAGEMENT located in Livermore, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ORRELL CAPITAL MANAGEMENT, INC (RIA)PRESIDENT(100% OWNER)7:00-4:00 1536 HOLMES ST, LIVERMORE CA 94550 PORTIFOLIO MANAGER-MONTEREY OLM GOLD FUND (OPEN END MUTUAL FUND) OFFICER - BUSINESS CONDUCTED THROUGH ORRELL CAPITAL MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Orrell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 12, 2018 - Present

ORRELL CAPITAL MANAGEMENT

Office #1: 2600 Kitty Hawk Road Suite #119, Livermore, CA 94551

RIA

CRD#: 112487

LIVERMORE, CA

Past

April 18, 2001 - October 1, 2007

MUTUAL SECURITIES, INC.

CRD#: 13092

LIVERMORE, CA

Past

July 15, 1984 - May 11, 2001

ORRELL AND COMPANY, INC.

CRD#: 15152

LIVERMORE, CA

Past

September 26, 1983 - July 16, 1984

WALL STREET WEST, INC.

CRD#: 7529

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORRELL CAPITAL MANAGEMENT

ORRELL & CO INC | ORRELL CAPITAL MANAGMENT, INC. | ORRELL CAPITAL MANAGEMENT, INC. | ORRELL CAPITAL MANAGEMENT

CRD#: 112487 / SEC#: 801-38997

RIA

Registered Investment Advisory firm - (6/27/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/1984

General Securities Principal Examination

Current Firm

ORRELL CAPITAL MANAGEMENT

ORRELL & CO INC | ORRELL CAPITAL MANAGMENT, INC. | ORRELL CAPITAL MANAGEMENT, INC. | ORRELL CAPITAL MANAGEMENT

CRD#: 112487 / SEC#: 801-38997

RIA

Registered Investment Advisory firm - (6/27/1991 Approved)

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Contact information

Main Address

2600 Kitty Hawk Road Suite 119, Livermore, CA 94551

Mailing Address

Phone number

(925) 455-0802

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

OCM - ADV PART 2A & B BROCHURE (2024) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 90,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory M. Orrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Orrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

ORRELL AND COMPANY, INC.

WALL STREET WEST, INC.

Primary Firm SEC Registration

ORRELL CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2018

Series 63

Date: 3/29/1984

Series 7

Date: 9/17/1983

Series 24

Date: 6/27/1984

Current Firm

ORRELL CAPITAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORRELL CAPITAL MANAGEMENT

TRUST BUT VERIFY

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