Orion Capital Management LLC

Orion Capital Management LLC (CRD# 119428) is a financial advisory firm headquartered in Coronado, CA. They manage $50,825,270 in 125 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $406,602
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, LA, TX

Financial Advisors at Orion Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter C. Thoms
CRD#: 4527390
1330 Orange Avenue, Suite 302, Coronado, CA 92118
103
Wealthminder
score

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.

2
Jan P. Schalkwijk
CRD#: 2919553
San Carlos, CA
96
Wealthminder
score

Jan Schalkwijk (CRD# 2919553) is an Investment Advisor Representative working at Orion Capital Management LLC in San Carlos, CA and has over 17 years of experience in the finance industry.

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