Orchid Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orchid Advisory is a small SEC-registered multi-family office that primarily serves high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. With two advisors managing roughly $296 million across about 15 client relationships, the firm provides asset management alongside family office services such as consolidated reporting, tax and legacy coordination, cash flow planning, and bill‑pay/administrative support.
Orchid develops individualized investment policy statements and implements strategies using sub‑advisors, mutual funds, ETFs, separately managed accounts (SMAs), and alternatives, and it offers both discretionary and non‑discretionary engagements. Notably, a majority of the firm’s assets are managed on a non‑discretionary basis and Orchid permits the use of borrowing within SMAs, with fees and reporting adjusted when margin is utilized.
Compared with peers, Orchid’s combination of an extremely small client roster with relatively large AUM per client, integrated bill‑pay and custody‑related services (including the ability to act in limited custody roles such as trustee), and formal oversight of third‑party managers stands out. The firm also performs surprise annual examinations when custody-like services are provided and emphasizes active monitoring of sub‑advisors as part of its operational practices.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fee for family office services up to $1,000,000
Up to 1.00% annually, specific fee agreed upon in Advisory Agreement
Up to $300 per hour for bill pay services
Main office
4801 W Lovers Ln
Dallas TX 75209
Advisors at this office
3
Most active in
Texas
Also doing business as
Orchid Advisory · Orchid Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sarah K
Series 65
Dallas, TX
Orchid Advisory
Sarah Kelton is a financial advisor at Orchid Advisory with a Series 65 designation and two years of industry experience. She joined Orchid Advisory in 2024 after completing nine years as a student. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and family office services with a focus on individualized investment strategies and active oversight of third-party managers.
Cathleen C
Series 63, Series 65
Dallas, TX
Orchid Advisory
Cathleen Crews is a financial advisor at Orchid Advisory with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Matter Family Office and JPMorgan Chase Bank NA. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm offers asset management and comprehensive family office services, including tax and legacy coordination, cash flow planning, and administrative support, managing approximately $296 million across about 15 client relationships.
Charles L
CFP®
Dallas, TX
Orchid Advisory
Charles Limandri is a CFP® professional at Orchid Advisory with one year of industry experience. He previously worked for seven years at Matter Family Office and spent four years at the University of Dallas, Office of Advancement. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and comprehensive family office services with a focus on individualized investment strategies and oversight of third-party managers.
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