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Managing Member and Chief Compliance Officer · Orcam Financial Group, LLC

Cullen O. Roche

CRD 4725152 · Named on Form ADV at one SEC-registered adviser

At a glance

Orcam Financial Group, LLC, an SEC-registered wealth manager with $239 million in regulatory assets, lists Cullen O. Roche on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Orcam Financial Group, LLCManaging Member and Chief Compliance OfficerWealth manager · United States · $239M in regulatory assets

AtlasMembers

Cullen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Erica A. FriesChief Executive Officer and Chief Operating Officer, Orcam Financial Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cullen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.