ORCHARD FINANCIAL

ORCHARD FINANCIAL of AUSTIN, TX is an SEC-registered investment adviser (CRD 300320). Regulatory assets under management: $21.7M.

Registration

• CRD: 300320
• Type: Registered investment adviser
• Location: 98 SAN JACINTO BLVD #400, AUSTIN, TX, 78701
• Phone: 512-655-3444
• Latest filing: 2026-03-30
• Regulatory AUM: $21.7M
• Discretionary AUM: $21.7M
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300320 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search