# ORCHID ADVISORY, LLC

ORCHID ADVISORY, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 327750
- Type: SEC-registered investment adviser
- SEC file number: 801-128761
- Location: 4801 W LOVERS LN, DALLAS, TX, 75209
- Phone: 704-763-2776
- Latest filing: 2026-06-30
- Regulatory AUM: $295.7M
- Discretionary AUM: $105.0M
- Non-discretionary AUM: $190.7M
- Clients: 4
- Accounts: 84

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Cathleen Elizabeth Crews | MANAGING MEMBER/CCO | — |
| CREWS CATHLEEN ELIZABETH | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327750/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327750/similar
- Related entities: https://search.stillhousedata.com/firm/327750/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327750

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.