{
  "crd_number": 107387,
  "slug": "orange-investment-advisors-inc-goshen-ny-107387",
  "primary_business_name": "ORANGE INVESTMENT ADVISORS, INC.",
  "legal_name": "ORANGE INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Goshen",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "28880",
  "metro": {
    "cbsa_code": "28880",
    "common_name": "Kiryas Joel",
    "msa_name": "Kiryas Joel-Poughkeepsie-Newburgh, NY",
    "path": "/advisors/ny/kiryas-joel"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-04-07",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 1668397741.0,
  "raum_discretionary": 1470621477.0,
  "raum_non_discretionary": 197776264.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 121220503.0,
      "count": 21
    },
    "individuals": {
      "raum": 295653934.0,
      "count": 937
    },
    "state_municipal": {
      "raum": 15525003.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 61038414.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 21158109.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 973091285.0,
      "count": 370
    },
    "corporations_other_businesses": {
      "raum": 180710493.0,
      "count": 45
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/OIA.Inc",
    "https://linkedin.com/company/orangeinvestmentadvisors",
    "https://orangeinvestmentadvisors.com",
    "https://youtube.com/@OIAinc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107387",
  "city_as_filed": "GOSHEN",
  "url": "https://advisorcensus.com/firm/orange-investment-advisors-inc-goshen-ny-107387",
  "display_name": "Orange Investment Advisors, Inc.",
  "summary": "Orange Investment Advisors, Inc. is an SEC-registered investment advisory firm in Goshen, NY, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Orange Investment Advisors, Inc. (CRD 107387): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Orange Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Orange Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does Orange Investment Advisors, Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.25% to 1.2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Orange Investment Advisors, Inc. located?",
      "a": "Orange Investment Advisors, Inc.'s principal office is in Goshen, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Orange Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Orange Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107387."
    },
    {
      "q": "How much does Orange Investment Advisors, Inc. manage?",
      "a": "Orange Investment Advisors, Inc. reports $1,668,397,741 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (88% discretionary)."
    },
    {
      "q": "How have Orange Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Orange Investment Advisors, Inc.: Regulatory assets under management: $904,909,793 in the October 2021 data and $1,668,397,741 in the October 2026 data, up 84%. Total employees: 14 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Orange Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (937); high net worth individuals (370); corporations or other businesses not listed above (45)."
    },
    {
      "q": "Which custodians does Orange Investment Advisors, Inc. use?",
      "a": "Orange Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Orange Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "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/107387"
    },
    {
      "q": "What changed in Orange Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its office addresses in White Plains, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 904909793.0,
      "total_employees": 14,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 999926571.0,
      "total_employees": 16,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1124334318.0,
      "total_employees": 18,
      "filing_date": "2023-06-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1404856489.0,
      "total_employees": 20,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1650937707.0,
      "total_employees": 19,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1668397741.0,
      "total_employees": 18,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in White Plains, NY."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Hudson Valley Investment Advisors, Inc. to Orange Investment Advisors, Inc.."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Fee ranges from 0.25% to 1.20%, and certain Investment Accounts with AUM under a certain threshold are charged a fixed fee (“Minimum Fixed Fee ”)."
        ]
      }
    ],
    "quotes": [
      "The Fee ranges from 0.25% to 1.20%, and certain Investment Accounts with AUM under a certain threshold are charged a fixed fee (“Minimum Fixed Fee ”)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/orange-investment-advisors-inc-goshen-ny-107387.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 937,
      "fewer_than_5": false,
      "raum": 295653934.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 370,
      "fewer_than_5": false,
      "raum": 973091285.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 61038414.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 21158109.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 121220503.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 15525003.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 45,
      "fewer_than_5": false,
      "raum": 180710493.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107387",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}