Orcam Financial Group, LLC

RIASEC RegisteredEst. 2021

Total AUM

$239M

Discretionary

$239M

100% of AUM

Avg account

$944K

Accounts

253

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 164874
Registered since: June 21, 2021
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Orcam Financial Group, LLC is an independent, SEC-registered registered investment adviser that began registration in 2021 and is owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It also produces client-facing publications and conducts educational seminars and workshops as part of its client engagement. The firm charges a mix of percentage-of-AUM, subscription, and fixed fees. Orcam does not operate as a capital allocator running external funds, and it does not identify as an active ESG investor.