Orin Green Financial, Llc
- Regulatory AUM
- $529M
- Discretionary
- $525M
- Clients
- 238
- Avg AUM / client
- $2.2M
- Accounts
- 873
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Investments (13F portfolio — 83 positions, $271,050,814)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $40,309,100 | 53,825 | 14.9% | 7.62% |
| 2 | Ishares Tr | CORE S&P MCP ETF | $26,454,163 | 343,070 | 9.76% | 5.0% |
| 3 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $25,986,880 | 364,728 | 9.59% | 4.91% |
| 4 | Ishares Tr | CALIF MUN BD ETF | $16,419,331 | 284,860 | 6.06% | 3.11% |
| 5 | Qualcomm Inc | COM | $15,810,448 | 85,559 | 5.83% | 2.99% |
| 6 | Spdr Index Shs Fds | ST STR PO EX ETF | $9,917,931 | 196,823 | 3.66% | 1.88% |
| 7 | Ishares Tr | MSCI EAFE ETF | $9,889,729 | 95,203 | 3.65% | 1.87% |
| 8 | Vanguard Index Fds | LARGE CAP ETF | $9,242,925 | 26,876 | 3.41% | 1.75% |
| 9 | Ishares Tr | NATIONAL MUN ETF | $9,097,226 | 84,531 | 3.36% | 1.72% |
| 10 | Ishares Tr | CORE S&P SCP ETF | $7,081,626 | 47,749 | 2.61% | 1.34% |
| 11 | State Str Spdr S&P 500 Etf T | TR UNIT | $6,696,855 | 8,968 | 2.47% | 1.27% |
| 12 | Ishares Tr | RUS MID CAP ETF | $6,682,193 | 60,571 | 2.47% | 1.26% |
| 13 | Vanguard Index Fds | MID CAP ETF | $6,089,642 | 75,582 | 2.25% | 1.15% |
| 14 | Spdr Index Shs Fds | ST DOW GLOBA ETF | $5,788,745 | 116,451 | 2.14% | 1.09% |
| 15 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $4,426,294 | 74,155 | 1.63% | 0.84% |
| 16 | Spdr Gold Tr | GOLD SHS | $4,296,784 | 11,664 | 1.59% | 0.81% |
| 17 | Apple Inc | COM | $3,959,708 | 13,684 | 1.46% | 0.75% |
| 18 | Spdr Series Trust | ST SHOR CORP ETF | $3,920,158 | 130,628 | 1.45% | 0.74% |
| 19 | Vanguard Index Fds | SMALL CP ETF | $3,918,735 | 12,928 | 1.45% | 0.74% |
| 20 | Ishares Tr | CORE INTL AGGR | $3,814,942 | 75,394 | 1.41% | 0.72% |
| 21 | Alphabet Inc | CAP STK CL C | $3,664,032 | 10,370 | 1.35% | 0.69% |
| 22 | Spdr Series Trust | ST STR AGGRE ETF | $2,540,947 | 99,567 | 0.94% | 0.48% |
| 23 | Vanguard Index Fds | GROWTH ETF | $2,237,487 | 25,975 | 0.83% | 0.42% |
| 24 | Goldman Sachs Etf Tr | ACCES TREASURY | $2,013,817 | 20,106 | 0.74% | 0.38% |
| 25 | Amazon Com Inc | COM | $1,999,911 | 8,391 | 0.74% | 0.38% |
Top 25 of 83 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $28.5M | 5.38% |
| High net worth individuals | 155 | $491M | 92.9% |
| Charitable organizations | Fewer than 5 clients | $9.1M | 1.72% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Corrine Nicole Fields | Chief Compliance Officer | Dec 2016 (10y) | Less than 5% | |
| Green, Liora | Trustee | Mar 2018 (8y) | ≈ 37.5% – 75% via Orin And Liora Green Trust | |
| Orin Matthew Green | Trustee | CFP | Mar 2018 (8y) | ≈ 37.5% – 75% via Orin And Liora Green Trust |
| Dean Bradley Kernus | Registered representative | CFP Personal Financial Specialist | Jul 2022 (4y) | |
| Brett Alexander Nussen | Registered representative | CFP | Apr 2025 (1y) | |
| Francisco Xavier Lopez | Registered representative | CFA | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Orin And Liora Green Trust | Managing Member | Mar 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Green, Liora: 50% – 75% of Orin And Liora Green Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Orin Matthew Green: 50% – 75% of Orin And Liora Green Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $514M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗