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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
| CREWS, CATHLEEN, ELIZABETH | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Sep 16, 2025 REGISTERED
Notice Filings (1)
TX
Address
4801 W LOVERS LNDALLAS, TX 75209
United States
Phone: 704-763-2776