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| Orographic Financial Advisors LLC
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|---|---|
| CRD # | 323980 |
| SEC # | 801-126918 |
| CIK # | 0002135775 |
| AUM | 207.7 M (2026-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 720-323-9944 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 8.2 | ||
| TJX Companies Inc /DE/ | 6.1 | ||
| Microsoft Corp | 5.7 | ||
| Cisco Systems Inc | 3.8 | ||
| AT&T Inc | 3.4 | ||
| Alcoa Inc | 3.4 | ||
| Chevron Corp | 3.3 | ||
| SPDR Gold Trust | 3.3 | ||
| Kinder Morgan Inc | 3.2 | ||
| Bristol Myers Squibb Co | 3.1 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 20.3 |
| (b) Individuals (high net worth individuals) | 49 | 187.3 |
| (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 | 244 | 207.7 |
| By Discretionary | ||
| Discretionary | 244 | 207.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 244 | 207.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.7 | |
| Total | 244 | 207.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135775] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| LEI | 92-0668289 |
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