Orion Capital Management LLC

Retirement Planning Firm in Coronado, CA

Firm Info
Address: 1330 Orange Ave #302, Coronado, CA 92118, USA
Phone: (619) 435-1701

Firm Size
Assets Under Management: $192.7 million
# of Advisors: 2
# of Clients: 303
Client to Advisor Ratio: 152:1
Average Account Size: $636,132
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Orion Capital Management LLC Overview

Orion Capital Management LLC is a registered investment advisory firm that operates on a fee-only basis. The company is headquartered in Coronado, CA, and has been in business since 2020. As an investment advice-only firm, Orion Capital Management is committed to providing clients with the best possible investment advice to help them achieve their financial goals. The firm offers a range of services designed to help individuals and small businesses manage their finances. These services include financial planning, which involves developing a comprehensive plan for achieving financial goals, such as saving for retirement or a child's education. In addition, Orion Capital Management also offers portfolio management services that are tailored to each client's individual needs. As a fee-only firm, Orion Capital Management does not receive commissions or other forms of compensation that could potentially create conflicts of interest. Instead, the company charges clients a flat fee for its services, ensuring that its advice is always objective and in the client's best interests. Overall, Orion Capital Management LLC is a trusted investment advisory firm that provides comprehensive financial planning and portfolio management services to help individuals and small businesses achieve their financial goals.

ORION CAPITAL MANAGEMENT LLC serves a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. The firm recognizes that each client has unique financial needs and goals and therefore strives to provide tailored solutions to meet those needs. To ensure transparency and flexibility, ORION CAPITAL MANAGEMENT LLC offers different fee structures depending on the service provided. Clients can choose to pay a percentage of their assets under management (AUM), hourly fees for specific services or projects, or fixed fees for ongoing financial management. This allows clients to select the fee structure that best suits their financial situation and expected level of service. ORION CAPITAL MANAGEMENT LLC remains committed to providing customized and innovative solutions to help clients achieve their long-term financial objectives.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Orion Capital Management LLC is $250,000, as stated in their Part 2 Brochure note about investment minimum. The note mentions that clients are generally required to maintain at least $250,000 under management with the firm. However, the firm reserves the right to waive this minimum at their sole discretion.

How This Office Can Help Coronado, CA Residents

Orion Capital Management LLC is a financial advisory firm that aims to assist clients in Coronado, CA with their investment and financial planning needs. The firm understands the unique financial situations that residents of Coronado may face, such as the high cost of living and the need to prepare for retirement while also enjoying a high standard of living. Orion Capital Management LLC offers a range of services, including retirement planning, investment management, tax planning, and estate planning. By taking a comprehensive approach to financial planning, the firm aims to help clients achieve their long-term financial goals. In addition, the firm is committed to providing personalized service to each client, taking the time to understand their unique financial situation and provide tailored advice and guidance. With the assistance of Orion Capital Management LLC, clients in Coronado can feel more confident about their financial future and enjoy a greater sense of financial security.

To view the Minimum Investment and Fee Schedule for Orion Capital Management LLC, visit their Part 2 Brochure.

Services Offered by Orion Capital Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Orion Capital Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1330 Orange Ave #302, Coronado, CA 92118, USA
Phone (619) 435-1701
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Orion Capital Management LLC is registered to service clients in the following states:

  • California
  • New Hampshire
  • Texas

Disciplinary History

Orion Capital Management LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs