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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Orcam Financial Group LLC 4 years, 9 months Jun 2012 - Present
Alethea Capital Management, LLC 1 month Jun 2012 - Jun 2012
Odyssea Group, LLC 4 months Jan 2012 - May 2012
Orsus Investments, LLC 6 years, 3 months Sep 2005 - Dec 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Cullen Roche

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 27, 2012
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Orcam Financial Group, LLC

Last updated on Feb. 5, 2017
    • $98.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 140
      Accounts
    • $703.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Subscription Fees
  • Fixed Fees