Orchard Advisors
Orchard Advisors is an SEC-registered mass-market adviser with $89.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Orchard Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284061, SEC 801-120137, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $89.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 281
- CRD
- 284061
- Ownership
- NARDELLA, ANDREW, PAUL
How much AUM does Orchard Advisors have?
Orchard Advisors reported $89.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Orchard Advisors?
Disclosed owners and executives of Orchard Advisors include NARDELLA, ANDREW, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.