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ORCHID ADVISORY
ORCHID ADVISORY, LLC
CRD 327750 · SEC 801-128761
4801 W LOVERS LN, DALLAS, TX, 75209, United States
Phone
704-763-2776
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$295.7M
Discretionary AUM
$105.0M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $295.7M |
States served
TX
Official SEC filing: View on IAPD