Data / Investment advisers / Florida / Orange Investment Advisors, LLC
Orange Investment Advisors, LLC, Winter Park, FL: $765 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Orange Investment Advisors, LLC is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $765 million in regulatory assets under management in its Form ADV filed October 13, 2026. Its clients include investment companies, banks and thrifts and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Orange Investment Advisors, LLC (CRD number 289406): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 289406
- SEC file number
- 801-111976
- SEC status
- Approved, effective October 27, 2017
- Main office
- 250 S Park Avenue Ste 370, Winter Park, FL 32789
- Phone
- (407) 758-4082
- Website
- orangeia.com
- Regulatory AUM
- $764,990,641 in the Form ADV filed October 13, 2026
- Discretionary AUM
- $428,155,552
- Non discretionary AUM
- $336,835,089
- Accounts
- 3
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $22,191,408
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 13, 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 |
|---|---|---|
| Investment companies | 1 | $408 million |
| Banking or thrift institutions | 1 | $336.8 million |
| Pooled investment vehicles | 1 | $20.2 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 |
|---|---|---|
| April 1, 2026 | $765 million | March 30, 2026 |
| December 1, 2025 | $662.7 million | March 31, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Deprince, Race & Zollo, Inc. | Winter Park | $5.89 billion | 1 | adviserinfo.sec.gov |
| Advus Financial Partners, LLC | Winter Park | $3.97 billion | Not listed | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | $3.43 billion | Not listed | adviserinfo.sec.gov |
| Mariner Institutional, LLC | Winter Park | $2.82 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors Inc | Winter Park | $1.28 billion | Not listed | adviserinfo.sec.gov |
| 55 North Private Wealth | Winter Park | $581.3 million | Not listed | adviserinfo.sec.gov |
| Financial Harvest Wealth Advisors | Winter Park | $557.4 million | Not listed | adviserinfo.sec.gov |
| Trillium Wealth LLC | Winter Park | $544.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Orange Investment 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.