Data / Investment advisers / Florida / Orange Avenue Advisors LLC
Orange Avenue Advisors LLC, Orlando, FL: $481 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Orange Avenue Advisors LLC is an SEC registered investment adviser with its main office in Orlando, Florida and reports $481 million in regulatory assets under management in its Form ADV filed May 17, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 339327
- SEC file number
- 801-135125
- SEC status
- Approved, effective January 15, 2026
- Main office
- 111 North Orange Ave Suite 925, Orlando, FL 32801
- Phone
- (407) 280-5857
- Regulatory AUM
- $480,666,394 in the Form ADV filed May 17, 2026
- Discretionary AUM
- $480,666,394
- Accounts
- 1
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $480.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $480.7 million | May 17, 2026 |
| February 2, 2026 | Not listed | January 20, 2026 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integrity Fixed Income Management | Orlando | $921.5 million | Not listed | adviserinfo.sec.gov |
| Hoxton Wealth | Orlando | $803.5 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | Not listed | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | Not listed | adviserinfo.sec.gov |
| Global Assets Advisory, LLC | Orlando | $551.7 million | Not listed | adviserinfo.sec.gov |
| Allgen Financial Advisors, Inc. | Orlando | $475.2 million | Not listed | adviserinfo.sec.gov |
| Haven Private | Orlando | $428.1 million | Not listed | adviserinfo.sec.gov |
| Lotus | Orlando | $405 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Orange Avenue Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.