# Orange Investment Advisors, Inc.

> 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.

- CRD: 107387
- Filed as: ORANGE INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Goshen, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107387
- AdvisorCensus page: https://advisorcensus.com/firm/orange-investment-advisors-inc-goshen-ny-107387

## Quick answers

**How is Orange Investment Advisors, Inc. compensated?**
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.

**How much does Orange Investment Advisors, Inc. charge?**
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.

**Where is Orange Investment Advisors, Inc. located?**
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).

**Is Orange Investment Advisors, Inc. registered with the SEC or a state?**
Orange Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107387.

**How much does Orange Investment Advisors, Inc. manage?**
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).

**How have Orange Investment Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Orange Investment Advisors, Inc. serve?**
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).

**Which custodians does Orange Investment Advisors, Inc. use?**
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.

**Does Orange Investment Advisors, Inc. 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/107387

**What changed in Orange Investment Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in White Plains, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 0.25% to 1.2% a year (a range, as the brochure states it)

> 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 ”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,668,397,741
- Discretionary: $1,470,621,477
- Non-discretionary: $197,776,264

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 937 | $295,653,934 |
| High net worth individuals | 370 | $973,091,285 |
| Investment companies | 1 | $61,038,414 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $21,158,109 |
| Charitable organizations | 21 | $121,220,503 |
| State or municipal government entities (including government pension plans) | 8 | $15,525,003 |
| Corporations or other businesses not listed above | 45 | $180,710,493 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- [orangeinvestmentadvisors.com](https://orangeinvestmentadvisors.com)
- Facebook @OIA.Inc
- LinkedIn @orangeinvestmentadvisors
- YouTube @OIAinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $904,909,793 | 14 | March 24, 2021 |
| October 2022 | $999,926,571 | 16 | March 21, 2022 |
| October 2023 | $1,124,334,318 | 18 | June 22, 2023 |
| October 2024 | $1,404,856,489 | 20 | September 16, 2024 |
| October 2025 | $1,650,937,707 | 19 | June 25, 2025 |
| October 2026 | $1,668,397,741 | 18 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in White Plains, NY.

### February 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from Hudson Valley Investment Advisors, Inc. to Orange Investment Advisors, Inc..

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orange Investment Advisors, Inc. (CRD 107387): Form ADV filing data as of October 2026.