Cathleen Elizabeth Crews
Investment adviser representative at Orchid Advisory
12 yearsExperience
1 stateRegistered in
$295.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Orchid Advisory, LLCAug 2023 to now
- Matter Family OfficeOct 2018 to Aug 2023
- JPMorgan Chase Bank NAMar 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Orchid Advisory
Legal name: Orchid Advisory, LLC
$295.7MAssets managed
15Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6286479
- Firm CRD
- 327750