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| Orange Investment Advisors Inc
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|
|---|---|
| CRD # | 107387 |
| SEC # | 801-48913 |
| CIK # | 0000943442 |
| AUM | $1.7 B (2026-03-19) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 845-294-6127 |
| Address | 117 Grand Street, 2nd Floor Goshen, NY 10924 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000943442 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 39.4 | ||
| Orange County Bancorp Inc /DE/ | 33.9 | ||
| Nvidia Corp | 32.4 | ||
| Intuitive Surgical Inc | 30.3 | ||
| Microsoft Corp | 25.1 | ||
| Apple Inc | 24.6 | ||
| Alphabet Inc | 22.1 | ||
| Amazon Com Inc | 16.6 | ||
| KLA Tencor Corp | 16.1 | ||
| Ciena Corp | 14.7 | ||
| J P Morgan Chase & Co | 13.3 | ||
| Broadcom Inc | 11.3 | ||
| American Express Co | 10.6 | ||
| AbbVie Inc | 9.9 | ||
| Visa Inc | 9.0 | ||
| Facebook Inc | 8.9 | ||
| Medtronic Holdings Ltd | 8.8 | ||
| Thermo Fisher Scientific Inc | 7.6 | ||
| Autozone Inc | 7.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 937 | 295.7 |
| (b) Individuals (high net worth individuals) | 370 | 973.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 61.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 21.2 |
| (h) Charitable organizations | 21 | 121.2 |
| (i) State or municipal government entities | 8 | 15.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 180.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,179 | 1,668.4 |
| By Discretionary | ||
| Discretionary | 2,091 | 1,470.6 |
| Non-Discretionary | 88 | 197.8 |
| Total | 2,179 | 1,668.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 1,662.9 | |
| Total | 2,179 | 1,668.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000943442] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nevastar Finance Ltd
✚
|
1.7 | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.7 |
|
CPC Advisors LLC
✚
|
GA | 1.7 |
|
JM Forbes & Co LLP
✚
|
MA | 1.7 |
|
KMG Fiduciary Partners LLC
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|
OH | 1.7 |
|
Cannon Financial Strategists Inc
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|
GA | 1.7 |
|
Northern Trust Securities Inc
✚
|
IL | 1.7 |
|
Strategic Family Wealth Counselors LLC
✚
|
NJ | 1.7 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.7 |
|
The Hoerner Planning Group LLC
✚
|
VA | 1.7 |