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ORCAM FINANCIAL GROUP, LLC

· CRD 164874 · IAPD ↗ · orcamgroup.com · 18582205383

$238.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — ORCAM FINANCIAL GROUP, LLC reported RAUM up 42% ($168.3M -> $238.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — ORCAM FINANCIAL GROUP, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.