Orion Capital Management, LLC

EST. AUM
$256,676,559

CONTACTS

CLIENT ACCOUNTS
450

Firm Details

Metro area San Diego
CRD Number 119428
Website orioncapitalmgmt.com
Client types

Overview

Orion Capital Management LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Coronado, California. Founded in June 2002 and operating as a strict fiduciary, the 100% employee-owned firm specializes in providing evidence-based, customized portfolio management and integrated financial planning for individual investors, high-net-worth families, and small corporations. The firm has a notable national niche specializing in tax reduction strategies for self-employed, high-income professionals and independent contractors (such as locum tenens traveling physicians). By implementing proprietary prototype defined benefit pension plans and globally diversified, low-volatility models primarily composed of low-cost ETFs and mutual funds, the firm designs strategies focused on capital preservation and maximizing annual tax-deductible contributions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Orion Capital Management, LLC

Platform Details

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Address

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