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ORANGE INVESTMENT ADVISORS, INC.
CRD 107387File 801-48913
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.