AdvisorCensus / Financial advisors / Florida / Orlando / Orange Avenue Advisors LLC
Orange Avenue Advisors LLC
Filed as ORANGE AVENUE ADVISORS LLC
Orange Avenue Advisors LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 17, 2026.
Quick answers
From the filingHow is Orange Avenue Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Orange Avenue Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Orange Avenue Advisors LLC located?
Orange Avenue Advisors LLC's principal office is in Orlando, FL, according to its Form ADV.
Is Orange Avenue Advisors LLC registered with the SEC or a state?
Orange Avenue Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339327.
How much does Orange Avenue Advisors LLC manage?
Orange Avenue Advisors LLC reports $480,666,394 in regulatory assets under management in its Form ADV filing dated May 17, 2026 (100% discretionary).
What types of clients does Orange Avenue Advisors LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Orange Avenue Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339327
Does Orange Avenue Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 17, 2026 says: "There is no minimum account size or other predetermined account requirement."
What changed in Orange Avenue Advisors LLC's recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $0 to $480,666,394.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum account size or other predetermined account requirement.
As stated in the firm's Form ADV Part 2A brochure dated May 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$480,666,394 as of October 2026, filing dated May 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $0 to $480,666,394.
- March 2026
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Orange Avenue Advisors LLC (CRD 339327): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/orange-avenue-advisors-llc-orlando-fl-339327