Orchid Advisory
Orchid Advisory is an SEC-registered ria in Dallas, TX with $295.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Orchid Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327750, SEC 801-128761, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $295.7M (2026-06-30)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 4
- Clients
- 15
- CRD
- 327750
- Ownership
- CREWS, CATHLEEN, ELIZABETH
How much AUM does Orchid Advisory have?
Orchid Advisory reported $295.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Orchid Advisory?
Disclosed owners and executives of Orchid Advisory include CREWS, CATHLEEN, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.