{
  "crd_number": 289406,
  "slug": "orange-investment-advisors-llc-winter-park-fl-289406",
  "primary_business_name": "ORANGE INVESTMENT ADVISORS, LLC",
  "legal_name": "ORANGE INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Winter Park",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 764990641.0,
  "raum_discretionary": 428155552.0,
  "raum_non_discretionary": 336835089.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "banking_thrift": {
      "raum": 336835089.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 407999795.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 20155757.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/orange-investment-advisors",
    "https://orangeia.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289406",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "WINTER PARK",
  "url": "https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406",
  "display_name": "Orange Investment Advisors, LLC",
  "summary": "Orange Investment Advisors, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Orange Investment Advisors, LLC (CRD 289406): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Orange Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Orange Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Orange Investment Advisors, LLC located?",
      "a": "Orange Investment Advisors, LLC's principal office is in Winter Park, FL, according to its Form ADV."
    },
    {
      "q": "Is Orange Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Orange Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289406."
    },
    {
      "q": "How much does Orange Investment Advisors, LLC manage?",
      "a": "Orange Investment Advisors, LLC reports $764,990,641 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (56% discretionary)."
    },
    {
      "q": "How have Orange Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Orange Investment Advisors, LLC: Regulatory assets under management: $274,645,626 in the October 2021 data and $764,990,641 in the October 2026 data, up 179%. Total employees: 3 in October 2021 and 4 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, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (1); investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Orange Investment Advisors, LLC use?",
      "a": "Orange Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Federal Home Loan Bank of Atlanta as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Orange Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289406"
    },
    {
      "q": "What changed in Orange Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $662,718,529 to $764,990,641 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 274645626.0,
      "total_employees": 3,
      "filing_date": "2021-08-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 422613973.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 526500509.0,
      "total_employees": 4,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 555879186.0,
      "total_employees": 4,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 662718529.0,
      "total_employees": 4,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 764990641.0,
      "total_employees": 4,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $662,718,529 to $764,990,641 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Federal Home Loan Bank of Atlanta",
      "name_as_filed": "FEDERAL HOME LOAN BANK OF ATLANTA",
      "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-llc-winter-park-fl-289406.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 336835089.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 407999795.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 20155757.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/289406",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}