Our Knowledge is Your Wealth

Our Mission

Orion Capital Management LLC is a fee-only financial advisor helping successful entrepreneurs and professionals protect and grow their wealth. We are an independent Registered Investment Advisor offering holistic financial and tax planning and customized investment management.

Our mission is to use our knowledge and expertise to enable our clients to live their best lives.

How We Serve Clients

Goal-Centered Financial Planning

We make the effort to truly understand our clients’ long-term goals and concerns, then create a plan to achieve their objectives.

Custom Investment Management

We develop, implement and execute a customized investment strategy for each client.

Premium Personal Service

We believe in a high-level of personal service and attention for each of our clients.

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

Our responsibility is to our clients first. We are a fee-only independent Registered Investment Advisor and a Fiduciary.

Alignment of Interests

We do not charge commissions and only take a fee based on assets under management. So our incentive is to grow your assets.

Service Focused on You

You will always be in touch with one of our two firm principals; no assistants or sales people.

Who We Serve

Our Associations

Our Commentary

Roth IRA or Traditional IRA

Which is Better for You: A Traditional IRA or Roth IRA?

Peter Thoms, CFA, MBA March 26, 2021

Benefits of a fiduciary financial advisor

5 Benefits of Working with a Fee-Based Fiduciary Financial Advisor

Peter Thoms, CFA, MBA February 27, 2021

Mid quarter stock market update

Mid-Quarter Update: 3 Factors Supporting Stocks

Peter Thoms, CFA, MBA February 18, 2021

Orion Capital Management LLC

1330 Orange Ave., Ste 302
Coronado, CA 92118
619-435-1701
thoms@orioncapitalmgmt.com
jeff@orioncapitalmgmt.com

Connect with Us

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Or ask us a question.

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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.