Orcam Financial Group, LLC
● SEC registered since 2021CRD 164874SEC# 801-121561
Reg. AUM
$238.9M
Employees
2
Accounts
253
Location
—
Orcam Financial Group, LLC assets under management
Orcam Financial Group, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $238.9 million in regulatory assets under management and employs 2 people.
Orcam Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cullen O'Brien Roche Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
| Erica A. Fries Control | Chief Executive Officer And Chief Operating Officer | Under 5% | 2021 |
Frequently asked questions
How much does Orcam Financial Group, LLC manage?
Orcam Financial Group, LLC reports $238.9 million in regulatory assets under management on its Form ADV.
How many employees does Orcam Financial Group, LLC have?
Orcam Financial Group, LLC reports 2 employees.
Does Orcam Financial Group, LLC disclose fund performance?
Orcam Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 18582205383 |
| Office hours | 8a.m. - 5p.m. Pt |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.9M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$238.9Mregulatory AUM
Discretionary $238.9M