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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Pioneer frontier
- Established Date
- 09-19-2023
- Office Locations
- 2
Office Locations
About Orchid Advisory
Orchid Advisory is a Dallas-based boutique family office serving a select group of multi-generational families. The firm provides wealth management and planning support, including asset allocation/management, estate and tax planning, and insurance coordination. Investment exposure includes ETFs, public funds, and fixed income. Clients access a dedicated BD Reporting portal; primary custodians include Schwab and J.P. Morgan.
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Owner & Executives
CATHLEEN ELIZABETH CREWS
Chief Compliance Officer, Managing Member
- CRD
- #6286479
- Ownership
- 75% or more
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CATHLEEN ELIZABETH CREWS
Chief Compliance Officer, Managing Member
- CRD
- #6286479
Will Erasime
Chief Investment Officer
- CRD
- --
Momentum matrix
Prime vital
- CRD
- #98077
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,952,120 | $2,498,860 |
| Non-Discretionary | $190,706,632 | $4,540,634 |
| Total | $295,658,752 | $3,519,747 |
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Separately Managed Accounts
Total SMA Asset: $295,658,752
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $68,580,420 | 7.6% |
| Public Funds | $168,743,929 | 18.7% |
| Municipal Bonds | $211,155,505 | 23.4% |
| Corporate - Investment Grade | $224,691,114 | 24.9% |
| Cash | $164,232,059 | 18.2% |
| U.S. Government/Agency | $64,970,924 | 7.2% |
| Total | $902,373,951 | 100.0% |