ORION CAPITAL MANAGEMENT LLC

ORION CAPITAL MANAGEMENT LLC of CORONADO, CA is an SEC-registered investment adviser (CRD 119428). Regulatory assets under management: $370.9M.

Registration

• CRD: 119428
• SEC file number: 801-119207
• Type: Registered investment adviser
• Location: 1330 ORANGE AVENUE, SUITE 302, CORONADO, CA, 92118
• Phone: (619) 319-0520
• Latest filing: 2026-03-26
• Regulatory AUM: $370.9M
• Discretionary AUM: $370.5M
• Non-discretionary AUM: $404K
• Clients: 4
• Accounts: 550

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119428 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search