← Back to searchVisit website
ORION CAPITAL MANAGEMENT LLC
CRD 119428 · SEC 801-119207
1330 ORANGE AVENUE, SUITE 302, CORONADO, CA, 92118, United States
Phone
(619) 319-0520
Fax
(855) 691-0427
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.9M
Discretionary AUM
$370.5M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $36.7M |
| High net worth individuals | 74 | $312.2M |
States served
CA, VA, TX, NH
All web addresses on file
- https://www.sierra-ws.com
- https://www.facebook.com/people/sierra-wealth-strategies/100069941327185/
- https://www.instagram.com/sierra_ws_chaz/
- https://www.facebook.com/OrionCapitalLLC/
- http://www.definedbenefitplansolutions.com
- https://www.linkedin.com/showcase/defined-benefit-plan-solutions/
- http://www.orioncapitalmgmt.com
- http://www.locumtenenstaxstrategy.com/
- https://www.linkedin.com/company/orion-capital-management-llc/
Official SEC filing: View on IAPD