Orange Investment Advisors, LLC

Overview

Orange Investment Advisors, LLC is an SEC registered investment adviser based in Winter Park, FL, registered since 2017. It reports $765M in assets under management across 3 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$765M

Discretionary

56%

Accounts

3

Employees

4

Advisory reps

2

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Marcia Anne Wood Chief Compliance Officer CRD 8066996

Advisory reps 2 of 2

• Jerald Paul Menozzi Jr. Investment Adviser Rep CRD 5791031
• Boris Peresechensky Investment Adviser Rep CRD 4012834

Location

Headquarters

250 S Park Ave Ste 370
Winter Park, FL 32789

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: orangeia.com

Every state, with registration dates

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