ORCHID ADVISORY

Overview

Orchid Advisory is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm combines portfolio management and financial planning with the selection of outside advisers and third‑party managers. Its fee model uses both a percentage of assets under management and fixed fees. Orchid Advisory is not an active ESG investor and is not set up as a multi‑state adviser. Investment activity is centered on public equities as the primary allocation interest, supplemented by third‑party alternative fund managers. The firm’s advisory services are focused on individuals and families, and its service mix includes discretionary portfolio management where appropriate as well as non‑discretionary advisory relationships and financial planning. Orchid Advisory’s role as a selector of other advisers indicates a willingness to delegate niche or illiquid exposures to specialized managers while retaining a central coordinating role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices