# ORCAM FINANCIAL GROUP, LLC

ORCAM FINANCIAL GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 164874
- Type: SEC-registered investment adviser
- SEC file number: 801-121561
- Phone: 18582205383
- Latest filing: 2026-03-30
- Regulatory AUM: $238.9M
- Discretionary AUM: $238.9M
- Clients: 2
- Accounts: 253

## Business model

- Compensation: % of AUM, Fixed, Subscription
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Cullen O'Brien Roche | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Erica A Fries | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | — |
| ROCHE CULLEN O'BRIEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FRIES ERICA A | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | — |
| Erica A. Fries | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164874/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164874/similar
- Related entities: https://search.stillhousedata.com/firm/164874/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164874

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.