ORCHID ADVISORY, LLC

ORCHID ADVISORY, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 327750). Regulatory assets under management: $295.7M.

Registration

• CRD: 327750
• SEC file number: 801-128761
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327750 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search