Orchid Advisory

Overview

Orchid Advisory is an SEC-registered independent registered investment adviser operating as a limited liability company. The firm serves individual and family clients, positioning itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Its service mix includes ongoing portfolio management for individuals and small businesses, selection and oversight of third‑party advisers, and comprehensive financial planning. Fees are charged as a percentage of assets under management and via fixed-fee engagements. Orchid Advisory does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives