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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconEmber delta +more
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
About Orchard Financial
Orchard Financial Group is a fee-only, independent fiduciary RIA in Austin focused on comprehensive planning and ongoing portfolio management for individuals with increasingly complex finances. The firm specializes in equity-compensation planning (ISOs, RSUs, and non-qualified stock options) and offers socially responsible investment strategies across portfolios. It is especially committed to serving the LGBTQIA+ community and their families; custody includes Charles Schwab.
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Owner & Executives
LEAH ANNE COLEMAN
Advisor, Chief Compliance Officer, Owner
- CRD
- #5872877
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,745,794 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,745,794 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,745,794
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,856,879,774 | 22.7% |
| Cash | $2,797,589,791 | 34.2% |
| Equity - Exchange | $3,525,617,544 | 43.1% |
| Total | $8,180,087,109 | 100.0% |