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).
Total Assets Under Management51MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$406,602
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, LA, TX
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.
Jan Schalkwijk (CRD# 2919553) is an Investment Advisor Representative working at Orion Capital Management LLC in San Carlos, CA and has over 16 years of experience in the finance industry.