← Directory
ORANGE INVESTMENT ADVISORS, INC.
CRD 107387File 801-48913
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.47B
Non-discretionary $197.8M
Clients
1,391
2,179 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 7, 1995
- Principal office
- 117 GRAND STREET, 2ND FLOOR, GOSHEN, NY, 10924
- Phone
- 845-294-6127
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.47B
- Non-discretionary AUM
- $197.8M
- Discretionary accounts
- 2,091
- Non-discretionary accounts
- 88
- Total accounts
- 2,179
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 45 | $180.7M |
| Investment companies | 1 | $61.0M |
| Charitable organizations | 21 | $121.2M |
| High net worth individuals | 370 | $973.1M |
| Pension and profit sharing plans | 9 | $21.2M |
| State or municipal government entities | 8 | $15.5M |
| Individuals (other than high net worth individuals) | 937 | $295.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 18 | decreased by1 |
| Apr 1, 2026 | Clients | 1,410 | 1,391 | decreased by19 |
| Apr 1, 2026 | AUM | $1,650,937,707 | $1,668,397,741 | increased by$17,460,034 |
| Apr 1, 2026 | Accounts | 2,206 | 2,179 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 867 | 1,410 | increased by543 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $999,926,571 | $1,650,937,707 | increased by$651,011,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,565 | 2,206 | increased by641 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 883 | 867 | decreased by16 |
| Apr 1, 2022 | AUM | $904,909,793 | $999,926,571 | increased by$95,016,778 |
| Apr 1, 2022 | Accounts | 1,594 | 1,565 | decreased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORANGE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORANGE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.