Orchid Advisory, LLC
● SEC registered since 2023CRD 327750SEC# 801-128761Dallas, TX
Reg. AUM
$295.7M
Employees
4
Accounts
84
Location
Dallas, TX
Orchid Advisory, LLC assets under management
Orchid Advisory, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2023. It reports $295.7 million in regulatory assets under management and employs 4 people.
Orchid Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathleen Elizabeth Crews Control | Managing Member/Cco | Over 75% | 2023 |
Frequently asked questions
How much does Orchid Advisory, LLC manage?
Orchid Advisory, LLC reports $295.7 million in regulatory assets under management on its Form ADV.
How many employees does Orchid Advisory, LLC have?
Orchid Advisory, LLC reports 4 employees.
Where is Orchid Advisory, LLC located?
Orchid Advisory, LLC is based in Dallas, TX and has been SEC-registered since 2023.
Does Orchid Advisory, LLC disclose fund performance?
Orchid Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4801 W Lovers Ln, Dallas, TX 75209 |
| Phone | 704-763-2776 |
| Office hours | 8A-5P |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$295.7M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$295.7Mregulatory AUM
Discretionary $105MNon-discretionary $190.7M