# Orchid Advisory

> 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.

- CRD: 327750
- Filed as: ORCHID ADVISORY
- Legal name: Orchid Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327750
- AdvisorCensus page: https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750

## Quick answers

**How 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).

**How much does Orchid Advisory charge?**
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); Hourly rate: $300 an hour (BILL PAY SERVICES ONLY). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Hourly rate: $300 an hour (BILL PAY SERVICES ONLY)

> Orchid charges an hourly fee not to exceed $300 per hour. Fees are billed monthly in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $295,658,752
- Discretionary: $104,952,120
- Non-discretionary: $190,706,632

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $295,658,752 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | October 2, 2023 |
| October 2024 | $124,700,000 | 1 | January 17, 2024 |
| October 2025 | $266,248,728 | 6 | July 23, 2025 |
| October 2026 | $295,658,752 | 4 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $266,248,728 to $295,658,752 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orchid Advisory (CRD 327750): Form ADV filing data as of October 2026.