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Orchid Advisory, LLC

● SEC registered since 2023CRD 327750SEC# 801-128761Dallas, TX
Export (members)
Reg. AUM
$266.2M
Employees
6
Accounts
69
Location
Dallas, TX

Orchid Advisory, LLC assets under management

Orchid Advisory, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2023. It reports $266.2 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Orchid Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Cathleen Elizabeth Crews ControlManaging Member/CcoOver 75%2023

Frequently asked questions

How much does Orchid Advisory, LLC manage?

Orchid Advisory, LLC reports $266.2 million in regulatory assets under management on its Form ADV.

How many employees does Orchid Advisory, LLC have?

Orchid Advisory, LLC reports 6 employees.

Where is Orchid Advisory, LLC located?

Orchid Advisory, LLC is based in Dallas, TX and has been SEC-registered since 2023.

Does Orchid Advisory, LLC disclose fund performance?

Orchid Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4801 W Lovers Ln, Dallas, TX 75209
Phone704-763-2776
Office hours8A-5P
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.7M
Non-discretionary$153.5M
Total (RAUM)$266.2M