Orion Capital Management LLC

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About

Independent, fee-only registered investment advisory firm at 1330 Orange Ave, Suite 302, Coronado, CA 92118, founded in 2002 by Navy veteran and portfolio manager Peter Thoms. Orion Capital Management is SEC-registered, 100% employee-owned, and operates as a fiduciary — selling no financial products and earning no commissions. The firm specializes in customized investment management and comprehensive financial planning for high-net-worth individuals, families, business owners, corporations, trusts, pension plans, and nonprofits, with a $500,000 minimum investment. Both principals served in the U.S. Navy before careers in finance at firms including PIMCO Equity Advisors and Federated Investors. Voted Best of Coronado Island 2022 for Investment Management. For other fee-only Coronado advisory firms, WealthChoice specializes in women executives and Plan to Prosper focuses on families and tax-smart wealth management.