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Orcam Financial Group, LLC

Orcam Financial Group, LLC. CRD 164874

Orcam Financial Group, LLC logo

CRD: 164874

Orcam Financial Group, LLC

Encinitas, CA
8582205383
orcamgroup.com
$238.9M Total AUM
$238.9M Disc. AUM
29.3% 3Y CAGR
2 Employees
120 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · John Hancock · Merrill Lynch
Clients
Retail
Platforms
North elementRidge
Established Date
09-11-2012
Office Locations
1

Office Locations

-- Encinitas CA

About Orcam Financial Group, LLC

Orcam Financial Group, LLC (Encinitas, CA) provides financial planning and discretionary portfolio management with an ETF- and index-oriented, risk-managed asset allocation approach. The firm works with retail clients including entrepreneurs and supports planning needs such as estate and insurance coordination. Its website indicates the business is now operating as Discipline Funds.

Team overview

42 AVG AGE
$238.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Delta Alpha vital

Client Personas

Value

Custodian

Pioneer timber Frontier signal

Investment Themes

Optima Prime Catalyst

Investment Vehicles

Radial

Services

Horizon beacon Matrix Value vital Beacon ember Bridge

Technology

Vital Vector

Owner & Executives

CULLEN O'BRIEN ROCHE

CULLEN O'BRIEN ROCHE

Chief Compliance Officer, Managing Member, Partner

CRD
#4725152
Ownership
75% or more
(638) 228-2219
oak.wave@embercapital.com
in linkedin.com/in/focus-unison
E

ERICA A. FRIES

Chief Executive Officer, CHIEF OPERATING OFFICER

CRD
--
Ownership
Less than 5%
(749) 423-6029
delta.signal@eaglecapital.com
in linkedin.com/in/capital-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-07-2022
03-27-2023
04-01-2024
03-28-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $238,930,000 $944,387
Non-Discretionary $0 --
Total $238,930,000 $944,387

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Separately Managed Accounts

Total SMA Asset: $238,930,000

$238.9M Total SMA
Equity - Exchange:
20.0%
Cash:
80.0%
Asset class Assets Assets %
Equity - Exchange $671,501,187 20.0%
Cash $2,686,004,749 80.0%
Total $3,357,505,936 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
WAVE PEAK CAPITAL LEGACY RIDGE 7CORMRNWW CKKY 2.51% $20,766,532
DELTA UNISON HORIZON ALPHA BVO9PW5UH GODJ 1.51% $44,519,143
RIDGE MATRIX TIMBER ALPHA KKHGPO0MR IZO 0.95% $49,179,055
ATLAS HORIZON ZENITH PEAK O2EEHDA3W XJFMP 11.10% $27,441,710
CAPITAL OAK VALUE OPTIMA BEACON 2V7MV4EE9 SVV 10.47% $52,340,704
PATHWAY HARBOR PATHWAY VERTEX ZQM4R92IC YAJ 12.48% $102,750,703
FUSION PIONEER CATALYST TIMBER IL6YDTYGP MAW 10.71% $85,891,289
VITAL HARBOR EAGLE FRONTIER VECTOR SPIR7RHDC TIBZ 7.66% $118,665,144

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