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| Orion Capital Management LLC
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| 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) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
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“Item 5: Fees and Compensation.” You will also receive statements directly from the custodian that detail all transactions in your account. We also urge you to compare your custodian account statements to the periodic portfolio reports you receive from us. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
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ITEM 7: TYPES OF CLIENTS Orion provides advisory services to clients including, but not limited to individuals, families, trusts, profit sharing plans, partnerships, corporations, pension plans, and non-profit organizations. Generally, we require that clients maintain at least $250,000 under management with us. However, we may waive that minimum at our sole discretion. |
| CIK | Period |
|---|---|
| 0001652473 0001846758 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| AbbVie Inc | 1.8 | ||
| Eaton Corp Ltd | 1.6 | ||
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| 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 |
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