Orion Capital Management

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1330 Orange Ave Ste 302
Coronado, CA 92118
+1 (619) 319-0520
https://www.orioncapitalmgmt.com

Orion Capital Management, an independent Registered Investment Advisor based in Coronado, California, specializes in providing customized investment management and advanced wealth planning services to successful entrepreneurs and professionals. As a fee-only financial advisor, Orion is committed to aligning its interests with those of its clients, ensuring that they receive independent and objective advice tailored to their specific financial goals.

Recognized as the Best of Coronado Island in 2022 for Investment Management Financial Advisor, Orion prides itself on delivering premium personal service and direct access to its firm principals. The organization focuses on creating and managing personalized investment strategies that empower clients to protect and grow their wealth amidst market fluctuations.

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5.02 reviews
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Steve J.
9/28/2022

We have been working with Orion Capital Management for the last 15+ years. The team is great to work with and specifically, Peter Thoms. Pete has guided our portfolio through the ups and downs...

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Karen Z.
11/15/2022

I highly recommend Orion Capital Management, and Jefferson Rotherham specifically. I am a financial planning client of modest means, and Jefferson absolutely added value to my planning for...

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United States›California›Coronado›Orion Capital Management