Orange Investment Advisors, Inc.
● SEC registered since 1995CRD 107387SEC# 801-48913Goshen, NY
Reg. AUM
$1.67B
Employees
18
Accounts
2,179
Location
Goshen, NY
Orange Investment Advisors, Inc. assets under management
Orange Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Goshen, NY. The firm has been registered since 1995. It reports $1.7 billion in regulatory assets under management and employs 18 people.
Orange Investment Advisors, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curt Arri Schultzberg Control | President | Under 5% | 2026 |
| David Padraic Dineen Control | Director | Under 5% | 2025 |
| Denis Fatovic Control | Director | Under 5% | 2022 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Orange Investment Advisors, Inc. manage?
Orange Investment Advisors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Orange Investment Advisors, Inc. have?
Orange Investment Advisors, Inc. reports 18 employees.
Where is Orange Investment Advisors, Inc. located?
Orange Investment Advisors, Inc. is based in Goshen, NY and has been SEC-registered since 1995.
Does Orange Investment Advisors, Inc. disclose fund performance?
Orange Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 117 Grand Street, 2nd Floor, Goshen, NY 10924 |
| Phone | 845-294-6127 |
| Fax | 845-294-1438 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.47BNon-discretionary $197.8M