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Orcam Financial Group, LLC

● SEC registered since 2021CRD 164874SEC# 801-121561
Export (members)
Reg. AUM
$168.3M
Employees
2
Accounts
226
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 $168.3 million in regulatory assets under management and employs 2 people.

Orcam Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cullen O'Brien Roche ControlManaging Member And Chief Compliance OfficerOver 75%2012
Erica A. Fries ControlChief Executive Officer And Chief Operating OfficerUnder 5%2021

Frequently asked questions

How much does Orcam Financial Group, LLC manage?

Orcam Financial Group, LLC reports $168.3 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

Phone18582205383
Office hours8a.m. - 5p.m. Pt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.3M
Non-discretionary$0
Total (RAUM)$168.3M