# Orange Investment Advisors, LLC

> 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.

- CRD: 289406
- Filed as: ORANGE INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289406
- AdvisorCensus page: https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406

## Quick answers

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

**Where is Orange Investment Advisors, LLC located?**
Orange Investment Advisors, LLC's principal office is in Winter Park, FL, according to its Form ADV.

**Is Orange Investment Advisors, LLC registered with the SEC or a state?**
Orange Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289406.

**How much does Orange Investment Advisors, LLC manage?**
Orange Investment Advisors, LLC reports $764,990,641 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (56% discretionary).

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

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

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

**Does Orange Investment Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Orange Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $662,718,529 to $764,990,641 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Federal Home Loan Bank of Atlanta

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: $764,990,641
- Discretionary: $428,155,552
- Non-discretionary: $336,835,089

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $336,835,089 |
| Investment companies | 1 | $407,999,795 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,155,757 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): 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?
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289406

### Websites listed on Form ADV (Item 1.I)
- orangeia.com
- LinkedIn @orange-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $274,645,626 | 3 | August 12, 2021 |
| October 2022 | $422,613,973 | 3 | March 31, 2022 |
| October 2023 | $526,500,509 | 4 | March 28, 2023 |
| October 2024 | $555,879,186 | 4 | March 28, 2024 |
| October 2025 | $662,718,529 | 4 | March 31, 2025 |
| October 2026 | $764,990,641 | 4 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $662,718,529 to $764,990,641 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orange Investment Advisors, LLC (CRD 289406): Form ADV filing data as of October 2026.