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).

Current Firm Details
750 Green Bay Road, Winnetka, IL 60093
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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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