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ORCHARD ADVISORS LLC

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$89M
1-Year AUM Growth
+5.5%
3-Year CAGR
+2.2%
Employees
4
Assets Under Management
Total AUM$89M
Discretionary AUM$66M
Non-Discretionary AUM$23M
Discretionary %73.7%
Total Clients305
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingDec 11, 2020
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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