AdvisorRanked
95
Clean

ORANGE INVESTMENT ADVISORS, INC.

117 GRAND STREET, 2ND FLOOR, GOSHEN, NY 10924
Fiduciaryfee-onlySEC Registered
845-294-6127 www.orangeinvestmentadvisors.com/ CRD #107387
$1.7B
Assets Managed
8
Clients
18
Employees
31
Years Active
since 1995

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46100. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 31 years.

Firm Details

Legal NameORANGE INVESTMENT ADVISORS, INC.
CRD Number#107387
SEC RegisteredYes
Registration Date1995-04-07
States RegisteredNY
Assets Under Management$1.7B
Number of Clients8
Employees18
Compensation Typefee-only
Last ADV Filing46100

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Frequently Asked Questions

Is ORANGE INVESTMENT ADVISORS, INC. a fiduciary?

Yes. ORANGE INVESTMENT ADVISORS, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ORANGE INVESTMENT ADVISORS, INC. charge clients?

ORANGE INVESTMENT ADVISORS, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ORANGE INVESTMENT ADVISORS, INC. have any complaints?

No. ORANGE INVESTMENT ADVISORS, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 31 years of operation.

How does ORANGE INVESTMENT ADVISORS, INC. compare to other advisors in GOSHEN?

ORANGE INVESTMENT ADVISORS, INC. has a Red Flag Score of 95/100. There are 2 registered advisory firms in GOSHEN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46100. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.