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ORCHID ADVISORY

DALLAS, TX · CRD 327750 · IAPD ↗ · 704-763-2776

$295.7MRegulatory AUM
2Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2025 — ORCHID ADVISORY reported RAUM up 114% ($124.7M -> $266.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — ORCHID ADVISORY reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — ORCHID ADVISORY's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.