|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Orion Capital Management LLC
✚
|
|
|---|---|
| CRD # | 119428 |
| SEC # | 801-119207 |
| CIK # | 0001846758, 0001652473 |
| AUM | $256.7 M (2025-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 619-319-0520 |
| Address | 1330 Orange Avenue, Suite 302 Coronado, CA 92118 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.1 | ||
| Amazon Com Inc | 6.9 | ||
| Microsoft Corp | 5.9 | ||
| Intuitive Surgical Inc | 5.2 | ||
| Alphabet Inc | 4.3 | ||
| Nvidia Corp | 3.6 | ||
| Palantir Technologies Inc | 3.0 | ||
| O Reilly Automotive Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Veeva Systems Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 35.1 |
| (b) Individuals (high net worth individuals) | 59 | 195.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.7 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 450 | 256.7 |
| By Discretionary | ||
| Discretionary | 449 | 256.3 |
| Non-Discretionary | 1 | 0.4 |
| Total | 450 | 256.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.7 | |
| Total | 450 | 256.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001652473] | |
| 13F-HR | [0001846758] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wilmington Capital Securities LLC
✚
|
NY | 0.3 |
|
Codex Capital Asset Management LLC
✚
|
0.3 | |
|
GPM Growth Investors Inc
✚
|
MI | 0.3 |
|
Meridian Financial LLC
✚
|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
The H Group Washington Inc
✚
|
OR | 0.3 |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 0.3 |
|
Friedlander Brenda S
✚
|
CA | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |