Orcam Financial Group, LLC
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
FINTRXOverview
Orcam Financial Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is owned individually and serves primarily individual and family clients. Its advisory services include financial planning and portfolio management for individuals and small businesses, along with publishing investment periodicals and running educational seminars and workshops. Fee arrangements include percentage-of-assets, subscription fees and fixed fees. The firm is not identified as an ESG-focused investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
Erica Fries
Chief Executive OfficerCRD 7373296
Cullen Roche
Founder and CIOCRD 4725152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$143M in ETFs
57%
$81.8M
3%
$61.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DEFINED DURATION 10 ETF (DDX) | $43.4M | 1,790,303 | 30.34% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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