# Odlum Brown USA Investment Management Limited

> Odlum Brown USA Investment Management Limited is an SEC-registered investment advisory firm in Vancouver, British Columbia, Canada, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 132242
- Filed as: ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, British Columbia, Canada
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132242
- AdvisorCensus page: https://advisorcensus.com/firm/odlum-brown-usa-investment-management-limited-vancouver-british-columbia-132242

## Quick answers

**How is Odlum Brown USA Investment Management Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Odlum Brown USA Investment Management Limited reports these compensation arrangements: a percentage of assets under its management.

**How much does Odlum Brown USA Investment Management Limited charge?**
Its Form ADV Part 2A brochure dated June 4, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Odlum Brown USA Investment Management Limited located?**
Odlum Brown USA Investment Management Limited's principal office is in Vancouver, British Columbia, Canada, according to its Form ADV; the July 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Odlum Brown USA Investment Management Limited registered with the SEC or a state?**
Odlum Brown USA Investment Management Limited is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132242.

**How much does Odlum Brown USA Investment Management Limited manage?**
Odlum Brown USA Investment Management Limited reports $174,573,976 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**How have Odlum Brown USA Investment Management Limited's assets and staff changed since 2021?**
In the Form ADV data for Odlum Brown USA Investment Management Limited: Regulatory assets under management: $118,312,656 in the October 2021 data and $174,573,976 in the October 2026 data, up 48%. Total employees: 37 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Odlum Brown USA Investment Management Limited serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); corporations or other businesses not listed above (43); high net worth individuals (37).

**Does Odlum Brown USA Investment Management Limited report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132242

**What changed in Odlum Brown USA Investment Management Limited's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 29 to 30.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> OB USA does not maintain a fixed advisory fee schedule. Advisory fees are determined between OB USA Portfolio Managers and their clients based on an annual percentage of the value of the client’s portfolio. The maximum annual percentage is 2%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $174,573,976
- Discretionary: $174,573,976
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $46,752,997 |
| High net worth individuals | 37 | $72,293,715 |
| Corporations or other businesses not listed above | 43 | $55,527,264 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 30 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, HI, IA, ID, IL, LA, MA, MD, ME, MO, MS, MT, NC, NH, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Chilliwack, British Columbia
- Courtenay, British Columbia
- Kelowna, British Columbia
- Langley, Bc
- Victoria, British Columbia

### Websites listed on Form ADV (Item 1.I)
- [odlumbrownusa.com](https://odlumbrownusa.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,312,656 | 37 | June 3, 2021 |
| October 2022 | $181,055,553 | 36 | June 13, 2022 |
| October 2023 | $130,833,220 | 37 | June 15, 2023 |
| October 2024 | $150,293,499 | 33 | June 11, 2024 |
| October 2025 | $159,939,960 | 29 | June 25, 2025 |
| October 2026 | $174,573,976 | 30 | June 4, 2026 |

Regulatory assets under management: $118,312,656 in the October 2021 data and $174,573,976 in the October 2026 data, up 48%.
Total employees: 37 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 29 to 30.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Odlum Brown USA Investment Management Limited (CRD 132242): Form ADV filing data as of October 2026.