ORCHID ADVISORY, LLC
Legal name: ORCHID ADVISORY
CRD #327750 SEC #801-128761 DALLAS, TX 704-763-2776
SEC Registered
Total AUM
$266.2M
Discretionary
$112.7M
Employees
6
Clients
1
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $266.2M | $112.7M | $153.5M | 6 | 1 |
| Jul 2025 | $266.2M | $112.7M | $153.5M | 6 | 1 |
| Feb 2025 | $266.2M | $112.7M | $153.5M | 6 | 1 |
| Oct 2024 | $124.7M | $103.7M | $21M | 1 | 0 |
| Jan 2024 | $124.7M | $103.7M | $21M | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Sep 2023 | $0 | $0 | $0 | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$266.2M
Discretionary$112.7M
Non-Disc.$153.5M
Employees6
Clients1
DateJul 2025
Total AUM$266.2M
Discretionary$112.7M
Non-Disc.$153.5M
Employees6
Clients1
DateFeb 2025
Total AUM$266.2M
Discretionary$112.7M
Non-Disc.$153.5M
Employees6
Clients1
DateOct 2024
Total AUM$124.7M
Discretionary$103.7M
Non-Disc.$21M
Employees1
Clients0
DateJan 2024
Total AUM$124.7M
Discretionary$103.7M
Non-Disc.$21M
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0