← Directory
ORCHID ADVISORY
Legal name: ORCHID ADVISORY, LLC
CRD 327750File 801-128761
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$295.7M
Below cohort median (national)
Discretionary AUM
$105.0M
Non-discretionary $190.7M
Clients
15
84 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 19, 2023
- Principal office
- 4801 W LOVERS LN, DALLAS, TX, 75209
- Phone
- 704-763-2776
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.7M
- Discretionary AUM
- $105.0M
- Non-discretionary AUM
- $190.7M
- Discretionary accounts
- 42
- Non-discretionary accounts
- 42
- Total accounts
- 84
- AUM per client
- $19.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $295.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.