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Samuel D. Chambers

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
KELOWNA, BC, V1Y 0B5
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CRD#: 6521937
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Samuel Douglas ChambersODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Professional summary


Samuel Douglas Chambers, who also goes by Doug Chambers, is a registered financial advisor currently at ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED .

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Doug Chambers

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Samuel Douglas Chambers'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

July 31, 2015 - Present

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

Office #1: 1500 - 1631 Dickson Avenue, Kelowna, Bc, V1Y 0B5
RIA
CRD#: 132242
KELOWNA, BC,

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".
OB
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD#: 132242 / SEC#: 801-63386

RIA
Registered Investment Advisory firm - (8/20/2004 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
Arizona
(2/17/2016)
IAR
California
(7/31/2015)
IAR
Oregon
(10/21/2019)
IAR
Texas
(5/8/2017)
IAR
Washington
(9/14/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/30/2015
Uniform Investment Adviser Law Examination

Current Firm


OB
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD#: 132242 / SEC#: 801-63386

RIA
Registered Investment Advisory firm - (8/20/2004 Approved)
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Contact information


Main Address
1100-250 Howe Street, Vancouver, British Columbia, V6C 3S9
Mailing Address
Phone number
+1 (866) 636-8222
Established
Firm type
Fiscal year end
# of Employees
29

SEC notice filing (30 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED (6/19/2025)

Regulatory assets under management


Total Number of Accounts422
AUM (Assets Under Management)$ 159,939,960

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
09/27/2024
10/23/2023
09/27/2022

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.

Company Information


ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED

CRD#: 132242Kelowna, Bc, V1Y 0B5

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