Orion Capital Management LLC
● SEC registered since 2020CRD 119428SEC# 801-119207Coronado, CA
Reg. AUM
$370.9M
Employees
4
Accounts
550
Location
Coronado, CA
Orion Capital Management LLC assets under management
Orion Capital Management LLC is an SEC-registered investment adviser based in Coronado, CA. The firm has been registered since 2020. It reports $370.9 million in regulatory assets under management and employs 4 people.
Orion Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Christopher Thoms Control | Managing Member/Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Orion Capital Management LLC manage?
Orion Capital Management LLC reports $370.9 million in regulatory assets under management on its Form ADV.
How many employees does Orion Capital Management LLC have?
Orion Capital Management LLC reports 4 employees.
Where is Orion Capital Management LLC located?
Orion Capital Management LLC is based in Coronado, CA and has been SEC-registered since 2020.
Does Orion Capital Management LLC disclose fund performance?
Orion Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1330 Orange Avenue, Suite 302, Coronado, CA 92118 |
| Phone | (619) 319-0520 |
| Fax | (855) 691-0427 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$370.9M▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$370.9Mregulatory AUM
Discretionary $370.5MNon-discretionary $404K