Be advised. This firm is no longer registered.

Orion Capital Management Inc.

Orion Capital Management Inc. (CRD# 106734) is a financial advisory firm headquartered in Winnetka, IL. They manage $148,325,150 in 538 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $275,697
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, IL, IN, WI

Financial Advisors at Orion Capital Management Inc.
No Advisor Found.
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