|
⚲
|
| Keyboard |
| Orion Capital Management LLC
✚
|
|
|---|---|
| CRD # | 119428 |
| SEC # | 801-119207 |
| CIK # | 0001652473, 0001846758 |
| AUM | 370.9 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 11.4 | ||
| Alphabet Inc | 6.4 | ||
| Amazon Com Inc | 5.7 | ||
| Intuitive Surgical Inc | 4.2 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 3.7 | ||
| Palantir Technologies Inc | 3.1 | ||
| Alphabet Inc | 2.5 | ||
| O Reilly Automotive Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 36.7 |
| (b) Individuals (high net worth individuals) | 74 | 312.2 |
| (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 | 0 | 12.6 |
| (h) Charitable organizations | 0 | 6.8 |
| (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 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 370.9 |
| By Discretionary | ||
| Discretionary | 549 | 370.5 |
| Non-Discretionary | 1 | 0.4 |
| Total | 550 | 370.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.9 | |
| Total | 550 | 370.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001652473] | |
| 13F-HR | [0001846758] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walker Financial Services Inc
✚
|
KY | 373.7 M |
|
Margna Peak Advisors AG
✚
|
372.5 M | |
|
Helm Investment Management LLC
✚
|
CO | 370.8 M |
|
S & P Financial Inc
✚
|
OR | 370.6 M |
|
Catalyst Private Wealth LLC
✚
|
CA | 370.4 M |
|
Charbeth Advisory LLC
✚
|
370.0 M | |
|
Glassy Mountain Advisors Inc
✚
|
MD | 369.8 M |
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |