Our Mission

Enabling clients to live abundantly is our life’s work. We are passionate about helping clients achieve their lifetime goals.

To carry out our mission and help clients live their best life, we operate our business according to certain beliefs.

Our Core Values

Working With Clients:

We believe our clients deserve responsive, attentive and pro-active service.
We believe in full transparency.
We believe in clear, non-jargon-based communication.
We believe in authentic relationships based on trust and collaboration.
We believe it is our responsibility to devote a portion of our time to giving back to our community.

Running Our Business:

We believe clients are best served working only with fiduciaries, who are required by law to put the interests of their clients ahead of their own.
We believe in being technical experts in our field, and we hold a commitment to lifelong learning.
We believe that a fee-only business model (no commission or sales charges) best serves clients.
We believe in using the latest technology to deliver an exceptional client experience.

Investing & Financial Planning:

We believe each client deserves a unique, customized and detailed financial plan.
We believe in reducing complexity to bring maximum clarity to our clients’ financial situations.
We believe in using disciplined, evidence-based investment strategies.
We believe in minimizing cost.
We believe in diversification.
We believe in investing in a tax-efficient manner.

Our Team

Meet our management team and learn what drives us to help clients.

Our Services

Find out how our services help clients simplify their financial lives.

Our Process

In a few simple steps, we can get started working to improve your financial life.

Our Clients

Learn more how we help a variety of clients protect and build their wealth

Orion Capital Management LLC

1330 Orange Ave., Ste 302

Coronado, CA 92118

p: 619-319-0520

f: 855-691-0427

thoms@orioncapitalmgmt.com jeff@orioncapitalmgmt.com chaz@orioncapitalmgmt.com

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Form ADV Part 2

Copyright © 2002 – 2023 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.

Testimonials or reviews on Orion’s website are from current clients. Orion does not compensate for reviews or testimonials and has no material conflicts with clients offering reviews.

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.