Sarah Elizabeth Kelton
Investment adviser representative at Orchid Advisory
11 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
11 years in the industry.
- Orchid Advisory, LLCAug 2024 to now
- StudentJul 2015 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8142161
- Firm CRD
- 327750