About Orion

Orion Capital Management LLC

Our Origins

Orion Capital Management LLC is a private, veteran-owned Registered Investment Advisor based in Coronado, California. We opened our doors in 2002 with a clear and simple mission: to protect and grow our clients’ wealth by implementing durable, resilient retirement and investment strategies that are both comfortable for our clients and suitable for their financial circumstances.

It is our mission to structure customized retirement strategies to enable locum tenens physicians to reduce their tax burdens as much as possible while accelerating their wealth accumulation.

Orion quote landscape

Our firm is structured to align our interests as closely as possible with the interests of our clients. As a fee-only firm, we charge a management fee based upon the assets that we manage. We receive no commissions or other fees based on transactions and we do not sell any financial products. Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on serving our clients.

Today, Orion has a diverse base of clients that includes individuals, families, trusts, non-profit organizations and corporate retirement plans.

Learn More about Our Management