AdvisorCensus / Financial advisors / Texas / Dallas / Orchid Advisory
Orchid Advisory
Filed as ORCHID ADVISORY · Legal name Orchid Advisory, LLC
Orchid Advisory is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Orchid Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Orchid Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Orchid Advisory's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 5, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Orchid Advisory located?
Orchid Advisory's principal office is in Dallas, TX, according to its Form ADV.
Is Orchid Advisory registered with the SEC or a state?
Orchid Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327750.
How much does Orchid Advisory manage?
Orchid Advisory reports $295,658,752 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (35% discretionary).
How have Orchid Advisory's assets and staff changed since 2023?
In the Form ADV data for Orchid Advisory: Regulatory assets under management: $0 in the October 2023 data and $295,658,752 in the October 2026 data. Total employees: 1 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Orchid Advisory serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (15).
Which custodians does Orchid Advisory use?
Orchid Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Orchid Advisory 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/327750
Does Orchid Advisory state an account minimum?
Its Form ADV Part 2A brochure dated February 5, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
What changed in Orchid Advisory's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $266,248,728 to $295,658,752 (+11%).
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
- Fixed fees (other than subscription fees)
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 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Orchid charges an annual investment advisory fee based on the total assets under management and will not to exceed 1.00%. The specific fee will be agreed upon in the Advisory Agreement.
Account minimum: None
The brochure's wording
There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.
As stated in the firm's Form ADV Part 2A brochure dated February 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$295,658,752 as of October 2026, filing dated June 30, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Orchid Advisory, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- 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
-
1 state or jurisdiction
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 | $295,658,752 | 4 | June 30, 2026 |
| October 2025 | $266,248,728 | 6 | July 23, 2025 |
| October 2024 | $124,700,000 | 1 | January 17, 2024 |
| October 2023 | $0 | 1 | October 2, 2023 |
Regulatory assets under management: $0 in the October 2023 data and $295,658,752 in the October 2026 data.
Total employees: 1 in October 2023 and 4 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- March 2026
- Regulatory assets under management went from $266,248,728 to $295,658,752 (+11%).
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. Orchid Advisory (CRD 327750): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750