WINTER PARK, FLCRD 289406Latest ADV March 30, 2026
Orange Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 30, 2026, reports $765M in regulatory assets under management, 4 employees, and 3 accounts.
Assets Under Management
$765M
Employees
4
Offices
--
Total Clients
<5
Primary office
WINTER PARK, FL
250 S PARK AVENUE, STE 370, WINTER PARK, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentBanks represent 33.3% of total clients.
Top client categories% of clientsClients
1
Banks
33.3%
1
2
Investment Cos.
33.3%
1
3
Pooled Investment Vehicles
33.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$765Mas of March 30, 2026
Discretionary56.0%
$428M
56% of total RAUM56.0%
Non-discretionary44.0%
$337M
44% of total RAUM44.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$765M
Total Accounts3
10Y AUM Change+$765M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.