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ORANGE INVESTMENT ADVISORS, LLC
CRD 289406File 801-111976
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$765.0M
Above cohort median (national)
Discretionary AUM
$428.2M
Non-discretionary $336.8M
Clients
3
3 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 27, 2017
- Principal office
- 250 S PARK AVENUE, STE 370, WINTER PARK, FL, 32789-7001
- Phone
- 407-758-4082
- Website
- http://orangeia.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $765.0M
- Discretionary AUM
- $428.2M
- Non-discretionary AUM
- $336.8M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 1
- Total accounts
- 3
- AUM per client
- $255.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $408.0M |
| Pooled investment vehicles | 1 | $20.2M |
| Banking or thrift institutions | Fewer than 5 | $336.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D5
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.