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ORANGE INVESTMENT ADVISORS, LLC
CRD 289406File 801-111976
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $662,718,529 | $764,990,641 | increased by$102,272,112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $422,613,973 | $662,718,529 | increased by$240,104,556 |
| Apr 1, 2022 | Clients | 3 | 2 | decreased by1 |
| Apr 1, 2022 | AUM | $274,645,626 | $422,613,973 | increased by$147,968,347 |
| 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.