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Our Services & Fees

There is no investment portfolio that is perfect for everyone, but there is an investment portfolio that is very nearly perfect for each individual client.  As our clients’ lives unfold and as their goals and priorities evolve, we strive to the find that perfect portfolio for each client.

We offer clients truly customized investment management portfolios; not one-size-fits all solutions.

Benefits of a fiduciary financial advisor

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Financial Planning

Goal Centered Financial Planning

We take the time to understand each client’s long-term goals and dreams coupled with their current financial circumstances. We use this knowledge, and tailor a detailed financial plan to help each client live an abundant life.
Financial Planning Services

Investment Management

Customized Investment Management

We create custom investment portfolios that meet our clients' unique needs and goals. We use a wide variety of investment instruments and active management techniques.
Investment Management Services

Investing Focused on You

Investments Customized to Your Goals

Portfolio management has been greatly homogenized and watered down in recent years across the financial services industry. Too many clients get cookie-cutter portfolios and little to no personalized advice. Not so at Orion, where we pride ourselves on delivering you innovative, low cost, highly tax-efficient portfolios that are customized to suit your needs and help you reach your goals.

Range of Investments Personalized to You

We use an expansive range of instruments, such as individual stocks and bonds, exchange-traded funds (ETFs), mutual funds, partnership units and option contracts to construct portfolios across numerous asset classes, including U.S. and international equities across the market-capitalization spectrum, U.S. and international fixed income, real estate and precious metals. We are independent and not beholden to use a the funds or instruments of a specific large firm. We use the assets that work best for your circumstances in your portfolio.

Deep Understanding of Client Needs

We manage investment portfolios for many different types of clients, including individuals and families, trusts, pension plans, corporations and non-profit organizations. We understand what works for different clients in different circumstances and at different times in their lives. Whatever your goals and whatever your risk tolerance, we constantly seek to strike that comfortable balance between risk and potential reward in your portfolio.

Transparent Investment Process

Our ongoing portfolio management is 100% transparent to you, our client. Your assets are held in accounts at TD Ameritrade Institutional in your name only. You have 24/7 secure online access to your accounts at TD, where you can view balances, holdings and transactions. We also provide you access to our proprietary and secure Orion Portal, where you can view the progress of your entire financial life in one place.

Our Team

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

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Our Services

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

What We Do

Our Process

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

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Our Clients

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

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Learn About our Financial Planning Services

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Learn About our Our Team

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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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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.

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