Orange Investment Advisors, Inc.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.5B
- Clients
- 1,391
- Avg AUM / client
- $1.2M
- Accounts
- 2,179
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 937 | $296M | 17.7% |
| High net worth individuals | 370 | $973M | 58.3% |
| Investment companies | 1 | $61.0M | 3.66% |
| Pension and profit sharing plans | 9 | $21.2M | 1.27% |
| Charitable organizations | 21 | $121M | 7.27% |
| State or municipal government entities | 8 | $15.5M | 0.93% |
| Corporations and other businesses | 45 | $181M | 10.8% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Lazarczyk | Chief Compliance Officer | Nov 2012 (14y) | Less than 5% | |
| Heimbach, Louis | Director | Sep 2013 (13y) | Less than 5% | |
| Gilfeather, Michael | Director | Jul 2014 (12y) | Less than 5% | |
| Gustave Joseph Scacco | Ceo/Cio | Feb 2015 (12y) | Less than 5% | |
| Stradar, Elizabeth | Director | Oct 2018 (8y) | Less than 5% | |
| Fatovic, Denis | Director | Mar 2022 (4y) | Less than 5% | |
| Morrison, William, Davis | Director | Jan 2023 (4y) | Less than 5% | |
| Rowley, Richard, Bennett | Director | Jan 2023 (4y) | Less than 5% | |
| Skuthan, Frank, Joseph | Director | Jan 2023 (4y) | Less than 5% | |
| Michael Maurice Rundle | Registered representative | CFP | Feb 2014 (12y) | |
| Bryan Scott Scheels | Registered representative | Jun 2021 (5y) | ||
| James Matthew Serkes | Registered representative | Mar 2022 (4y) | ||
| David Dominic Panebianco | Registered representative | Jun 2022 (4y) | ||
| Curt Arri Schultzberg | Registered representative | Dec 2022 (4y) | ||
| Steven Richard Maurer | Registered representative | Feb 2023 (3y) | ||
| Hillary Esther Martinez | Registered representative | Jan 2026 (1y) | ||
| Stephen Richard Soper | Registered representative | CFP | Feb 2026 (0y) | |
| Sviatlana Maslava | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Orange County Bancorp Inc | Shareholder | Nov 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $1.0B (63% of AUM) Mar 2026
- Northern Trust $561M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗