A complete list of active advisors currently associated with Orchid Advisory

Warmer can help you find a great advisor at Orchid Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Orchid Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.