ORANGE INVESTMENT ADVISORS, INC.
SEC RegisteredEmbrace a deliberate investment solution
About the firm
Orange Investment Advisors embraces deliberate simplicity in investment portfolios, with methodical research and analysis designed to provide intentional value. The firm serves Hudson Valley individuals, families, businesses, and institutions, offering clear and robust investment processes designed to anticipate and effectively manage a wide range of risks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio solutions including asset allocation, equities, fixed income, and mutual funds; retirement, education, savings, trust, and estate planning; management of concentrated positions and tax-sensitive issues; quarterly performance reporting; and wealth management and trust services through affiliate Orange Bank & Trust Company.
Who they serve
Hudson Valley individuals, families, businesses, and institutions, including approximately 650 high net worth individuals and families and more than 50 institutional clients (both philanthropic and private), such as charitable organizations, foundations and endowments, corporations, executives, and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 937 | $296M |
| High Net Worth Individuals | 370 | $973M |
| Charitable Organizations | 9 | $21M |
| State/Municipal Entities | 21 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equities, Fixed Income & Cash Equivalents - Up to $1,000,000 | 1.20% |
| Equities, Fixed Income & Cash Equivalents - $1,000,001 to $2,000,000 | 1.00% |
| Equities, Fixed Income & Cash Equivalents - $2,000,001 to $3,000,000 | 0.80% |
| Equities, Fixed Income & Cash Equivalents - $3,000,001 to $5,000,000 | 0.60% |
| Equities, Fixed Income & Cash Equivalents - $5,000,001+ | 0.50% |
| Fixed Income & Cash Equivalents - Up to $1,000,000 | 0.60% |
| Fixed Income & Cash Equivalents - $1,000,001+ | 0.40% |
| Mutual Funds or Mutual Funds with Individual Fixed Income - All Assets | 1.00% |
| Advisory 401(k) Plans - Up to $500,000 | 0.75% |
| Advisory 401(k) Plans - $500,001 to $2,500,000 | 0.50% |
| Advisory 401(k) Plans - $2,500,001+ | 0.25% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORANGE INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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