Orion Capital Management in Coronado at 1330 Orange Avenue, Suite 302, is an SEC-registered, 100-percent employee-owned, fee-only investment advisory firm that has operated as a fiduciary since April 2002. High-net-worth estate plans built through Orion frequently require coordinated legal counsel from island attorneys at RMC Morton Law, APC for trust documentation and asset-protection structures. The firm's founding CFA charterholder previously served as co-portfolio manager at PIMCO Equity Advisors and investment analyst at Federated Global Investment Management in New York, bringing institutional-grade research discipline to customized portfolios for families, business owners, trusts, pension plans, and nonprofits. Orion sells no financial products and earns no commissions, charging only management fees with a $500,000 investment minimum. Business-owner clients managing corporate strategy alongside personal wealth coordinate with Coronado advisory firms including Herbert Consulting Group for operational consulting needs. The firm's most complex mandates involve multi-asset-class portfolio construction across domestic equities, international securities, fixed income, and alternative investments with quarterly rebalancing and tax-lot-level harvest optimization.