Peter Thoms, financial advisor Coronado CA

Peter Thoms

CRD Number: 4527390
Current Firm: Orion Capital Management LLC
Compensation Model: Fee Only

We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment strategies that are both comfortable for our clients and suitable for their financial circumstances.

 

Orion Capital Management LLC is a privately-owned Registered Investment Advisor based in Coronado, California.  We are an independent fiduciary, and as such we guard the interests of our clients vigorously. We are committed to providing our clients portfolio management that is grounded in our objective research and judgment.

 

Our firm is structured to align our interests as closely as possible with the interests of our clients.  As a fee-only firm, we charge a management fee based upon the assets that we manage.  We receive no commissions or other fees based on transactions and we do not sell any financial products.  Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on serving our clients.

 

Today, Orion has a diverse base of clients that includes individuals, families, trusts, non-profit organizations and corporate retirement plans.

CONTACT
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Professional Designations
Company Name Location Dates Years
Africa Capital Group LLC Coronado, CA Jan 2014 - Current 10
Orion Capital Management LLC Coronado, CA Apr 2002 - Current 21

Peter Thoms has no recent exams reported.
Contact Info for Peter C. Thoms
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $481,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, TX

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