Fee-Only Financial Advisor | Orion Capital Management

Helping You Navigate Life's Journey

Our Mission

Orion is an independent Registered Investment Advisor located in Coronado, California. Our firm operates as a fee-only financial advisor and is focused on helping successful entrepreneurs and professionals protect and grow their wealth. We offer customized investment management services coupled with advanced wealth planning and tax strategies.

Our mission is to enable our clients to live their best lives.

How We Serve Clients

Goal-Centered Financial Planning

We strive to fully understand each client’s personal and financial goals, then create a plan to achieve them.

Custom Investment Management

We devise, construct and manage a customized investment strategy for each client.

Premium Personal Service

We believe each client deserves in the highest level of personalized service.

Why Work With Us?

Investment Management Specialists

We create and manage a strategy that is tailored to the specific circumstances of each client and uses a wide range of investment instruments.

Independent, Objective Advice

Much of the advice that large financial services firms provide today is compromised by commissioned sales or middle-man arrangements. Orion, however, is employee-owned and not affiliated with any other company. We sell no financial products and do not work on commission. As an independent fiduciary, we work only for our clients and pride ourselves on delivering independent, objective advice.

Alignment of Interests

We have structured our firm to align our interests as closely as possible with our clients’ interests. We earn fees based on the amount of assets we manage, so our business grows when our clients’ portfolios grow.

Partner Level Engagement

Our clients always deal directly with our two firm principals.

Who We Serve

Our Associations

Our Commentary

Activists Pressure Big Oil

Peter Thoms, CFA, MBA June 16, 2021

Sustainable Investing

Investing for a Sustainable World

Peter Thoms, CFA, MBA May 27, 2021

Mid quarter stock market update

Infections Down, Inflation Up

Peter Thoms, CFA, MBA May 14, 2021

Orion Capital Management LLC

1330 Orange Ave., Ste 302

Coronado, CA 92118

619-435-1701

thoms@orioncapitalmgmt.com

jeff@orioncapitalmgmt.com

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Form ADV Part 2

Copyright © 2002 – 2021 Orion Capital Management LLC • Coronado, CA

Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute. Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.

The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice. Orion is not a tax advisor. For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

The information on Orion’s website or in its distributed commentary is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Orion Capital Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Orion does not warrant that the information on Orion’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Orion be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Orion or an Orion authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.