Orcam Financial Group, LLC
Orcam Financial Group, LLC is an SEC-registered wealth manager with $238.9M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Orcam Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164874, SEC 801-121561, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $238.9M (2026-03-30)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 120
- CRD
- 164874
- Ownership
- FRIES, ERICA, A.; ROCHE, CULLEN, O'BRIEN
How much AUM does Orcam Financial Group, LLC have?
Orcam Financial Group, LLC reported $238.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Orcam Financial Group, LLC?
Disclosed owners and executives of Orcam Financial Group, LLC include FRIES, ERICA, A., ROCHE, CULLEN, O'BRIEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.