Odlum Brown Usa Investment Management Limited
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 132242
· SEC file 801-63386
· Vancouver, British Columbia
· WWW.ODLUMBROWNUSA.COM
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ADV data as of Jun 04, 2026
- Regulatory AUM
- $175M
- Discretionary
- $175M
- Clients
- 255
- Avg AUM / client
- $685K
- Accounts
- 448
- Employees
- 30
AUM over time
$53.0M
$181M
Nov 18, 2011
Jun 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 175 | $46.8M | 26.8% |
| High net worth individuals | 37 | $72.3M | 41.4% |
| Corporations and other businesses | 43 | $55.5M | 31.8% |
People (33)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pacholko, Peter, R | Chief Operating Officer & Chief Financial Officer | Jun 2004 (22y) | Less than 5% | |
| Doucette, Debra, Ann | Chief Executive Officer | Jun 2007 (19y) | Less than 5% | |
| Srdanovic, Mark, Ivan | Director & Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Short, Trevor, Fredrick | President | Jun 2024 (2y) | Less than 5% | |
| Christina Ann Anthony | Registered representative | CFA | Jan 2006 (21y) | |
| Ian Malcolm Robertson | Registered representative | CFA | Feb 2006 (21y) | |
| Michael Shane Henry | Registered representative | CFA | Feb 2006 (21y) | |
| Ross Gordon Turnbull | Registered representative | CFA | Feb 2006 (21y) | |
| Peter Robert Jando | Registered representative | CFA | May 2006 (20y) | |
| Charlotte Rowena Faulkner | Registered representative | Jun 2006 (20y) | ||
| Marina Lauder Newson | Registered representative | Nov 2006 (20y) | ||
| Drew James Ferrie | Registered representative | Nov 2006 (20y) | ||
| Marian Grace Bayley | Registered representative | Nov 2006 (20y) | ||
| William Patrick Weaver | Registered representative | Dec 2006 (20y) | ||
| Karen Elizabeth Thompson | Registered representative | Feb 2008 (18y) | ||
| Ryan Vernon French | Registered representative | Jul 2008 (18y) | ||
| Shelly Ann Appleton Benko | Registered representative | May 2009 (17y) | ||
| Paul Herbert Donaldson | Registered representative | Jan 2010 (17y) | ||
| Brent William Poirier | Registered representative | CFA | May 2013 (13y) | |
| Bjorn Boris Read Friedmann | Registered representative | Dec 2013 (13y) | ||
| Tannis Patricia Pratt | Registered representative | Nov 2014 (12y) | ||
| Samuel Douglas Chambers | Registered representative | Jul 2015 (11y) | ||
| John Larkin Hooper | Registered representative | Sep 2015 (11y) | ||
| Christopher James Lowe | Registered representative | CFA | Nov 2018 (8y) | |
| Martin Gordon Mc Nish | Registered representative | CFA | Feb 2019 (7y) | |
| John Duncan Mackenzie | Registered representative | CFA | Nov 2019 (7y) | |
| Kevin Arthur Mah | Registered representative | CFA | Dec 2020 (6y) | |
| Kim Shannon Dewar | Registered representative | CFA | Dec 2021 (5y) | |
| Zdenka Lucia Gomes | Registered representative | CFA | Feb 2022 (5y) | |
| Robert William Wolfe | Registered representative | Jan 2023 (4y) | ||
| Roger Maxwell Hager | Registered representative | Jul 2024 (2y) | ||
| Matthew Brett Alexander Mac Grotty | Registered representative | CFA | Jan 2025 (2y) | |
| Phillip Hugh Ashworth | Registered representative | CFA | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Odlum Brown Limited | Parent | Jun 2004 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗