Blake E. Harper

ORCHARD CAPITAL MANAGEMENT

CHICAGO, IL 60602

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CRD#: 2993079

Professional summary

Blake Elliott Harper is a registered financial advisor currently at ORCHARD CAPITAL MANAGEMENT, LLC located in Chicago, Illinois.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Blake has worked at 3 firms and has passed the Series 65 and Series 7 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.

1. MR. HARPER IS A MINORITY OWNER IN REDWOOD PARTNERS LLC. HE PROVIDES CONSULTING SERVICES ON BANK STOCKS. TIME REQUIRED: 5 HRS PER WEEK. 2. Blake Harper serves as a trustee for Harper Family Investments, LLC, Harper Investment Management,LLC, Harper Family Enterprises, LLC and TRCM LLC real estate holdings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Elliott Harper's CRS (Customer Relationship Summary).

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

December 9, 2015 - Present

ORCHARD CAPITAL MANAGEMENT, LLC

Office #1: 130 N Garland Ct # 5701, Chicago, IL 60602

RIA

CRD#: 269957

CHICAGO, IL

Past

June 5, 2013 - April 8, 2015

FORESTVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 144725

CHICAGO, IL

Past

October 15, 1998 - September 12, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

ORCHARD CAPITAL MANAGEMENT, LLC

CRD#: 269957 / SEC#: 801-106488

RIA

Registered Investment Advisory firm - (8/10/2015 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

Illinois
(12/9/2015)

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: 6/4/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/1998

General Securities Representative Examination

Current Firm

ORCHARD CAPITAL MANAGEMENT, LLC

CRD#: 269957 / SEC#: 801-106488

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

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Contact information

Main Address

130 N Garland Ct # 5701, Chicago, IL 60602

Mailing Address

Phone number

(312) 628-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORCHARD CAPITAL 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 321,870,000

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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Blake E. Harper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Elliott Harper's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORCHARD CAPITAL MANAGEMENT, LLC

FORESTVIEW WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ORCHARD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2013

Series 7

Date: 10/9/1998

Current Firm

ORCHARD CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORCHARD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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