Fee-only adviser · Coronado, CA
Orion Capital Management LLC
Orion Capital Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Coronado, California. On its latest Form ADV, filed March 26, 2026, it reports $371M in regulatory assets under management, 163 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 119428 · SEC file 801-119207 |
| Office | 1330 Orange Avenue, Suite 302 Coronado, CA 92118 |
| Phone | (619) 319-0520 |
| Website | www.orioncapitalmgmt.com |
| Regulatory assets under management | $371M ($371M discretionary) |
| Individual clients | 89 non-high-net-worth, 74 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Coronado
- Hayes Hart Cpa's Wealth Management, Inc $50M
- Andrews Capital Management Inc $71M
- Sestante Family Office $434M
See all 4 fee-only advisers in Coronado →
Nearby
- La Jolla 23 firms
- San Diego 106 firms
- La Mesa 2 firms
- El Cajon 1 firm
- Del Mar 6 firms
- Solana Beach 4 firms
- Rancho Santa Fe 7 firms
- Cardiff by the Sea 2 firms
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