Orcam Financial Group LLC

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Assets, Funds, Holdings

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Orcam Financial Group LLC
CRD #164874
SEC #801-121561
CIK #0001905367
AUM $168.3 M (2025-03-28)
Employees 2 (50% Investors, 0% Brokers)
Phone858-220-5383
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 115 168.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 226 168.3
By Discretionary
Discretionary 226 168.3
Non-Discretionary 0 0.0
Total 226 168.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 168.3
Total 226 168.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001905367]
Comparable Firms State AUM ($B)
Private Harbour Investment Management & Counsel LLC
0.2
Glenwood Investment Group LLC
NH 0.2
Jaykay Wealth Advisors Inc
TX 0.2
Structured Wealth Management Inc
OH 0.2
Barron Financial Group LLP
CT 0.2
Marsh Wealth Management LLC
TN 0.2
Altius Financial Inc
CO 0.2
Dale Buckner Inc
TX 0.2
The Stanich Group LLC
0.2
Rolek Wealth Management LLC
PA 0.2
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