Overview
Assets Under Management: $218 million
Headquarters: CORONADO, CA
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Frequently Asked Questions
ORION CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119428), ORION CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ORION CAPITAL MANAGEMENT LLC is headquartered in CORONADO, CA.
ORION CAPITAL MANAGEMENT LLC serves 59 high-net-worth clients according to their SEC filing dated December 17, 2024. View client details ↓
According to their SEC Form ADV, ORION CAPITAL MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
ORION CAPITAL MANAGEMENT LLC manages $218 million in client assets according to their SEC filing dated December 17, 2024.
According to their SEC Form ADV, ORION CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 449
Discretionary Accounts: 448
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 119428
Last Filing Date: 2024-12-17 00:00:00
Website: https://orioncapitalmgmt.com