AdvisorCensus / Financial advisors / Orchard Advisors
Orchard Advisors
Filed as ORCHARD ADVISORS · Legal name Orchard Advisors LLC
Orchard Advisors is an SEC-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.
Quick answers
From the filingHow is Orchard Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Orchard Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Is Orchard Advisors registered with the SEC or a state?
Orchard Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 284061.
How much does Orchard Advisors manage?
Orchard Advisors reports $89,217,268 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (74% discretionary).
How have Orchard Advisors' assets and staff changed since 2021?
In the Form ADV data for Orchard Advisors: Regulatory assets under management: $36,354,114 in the October 2021 data and $89,217,268 in the October 2026 data, up 145%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Orchard Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (273); high net worth individuals (8).
Which custodians does Orchard Advisors use?
Orchard Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does Orchard Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284061
What changed in Orchard Advisors' recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$89,217,268 as of October 2026, filing dated August 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Orchard Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $89,217,268 | 3 | August 25, 2026 |
| October 2025 | $74,133,815 | 5 | March 31, 2025 |
| October 2024 | $70,275,671 | 2 | March 27, 2024 |
| October 2023 | $60,613,495 | 2 | March 28, 2023 |
| October 2022 | $69,502,501 | 2 | August 1, 2022 |
| October 2021 | $36,354,114 | 2 | March 29, 2021 |
Regulatory assets under management: $36,354,114 in the October 2021 data and $89,217,268 in the October 2026 data, up 145%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 4 to 3.
- April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $74,133,815 to $89,217,268 (+20%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Orchard Advisors (CRD 284061): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/orchard-advisors-284061