Orion Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orion Capital Management LLC provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans and other institutions, managing roughly $370 million for about 160 clients. The firm offers both ongoing advisory relationships and project-based planning engagements covering retirement, tax, estate, cash-flow and related planning topics.
Orion follows an active, fundamental-analysis approach to construct individualized portfolios and uses a broad set of instruments, including individual equities, fixed income, ETFs and, for accredited clients, options and short positions; option and other derivative strategies are part of some managed accounts. The firm also incorporates automated analytics and AI-supported tools into planning, reporting and modeling work, with human review and oversight of all outputs.
Noteworthy for a four-advisor team, Orion maintains a multi-office footprint and several niche practice sites and service lines (including defined-benefit plan and tax-strategy resources) that extend its capability beyond a single-location practice. The advisor team includes credentialed planners and investment professionals (CFA and CFP designees) and several staff with prior military special-operations experience, which are reflected in the firm’s staffing and service model.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fee ranging from $5,000 to $15,000 (negotiable)
0.9% to 1.5% per annum (rates set at discretion)
Financial planning hourly fee of $500 per hour (negotiable)
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $950 per household Fee-only: Project-based financial planning fixed fees range from $5,000 to $15,000 (negotiable); hourly financial planning fee $500 per hour (negotiable)
Main office
See office1330 Orange Avenue, Suite 303
Coronado CA 92118
Advisors at this office
3
Offices (2)
Most active in
California · New Hampshire · Texas · Virginia
Also doing business as
Africa Capital Group · Orion Asset Management LLC · Orion Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Peter T
CFA®
Coronado, CA
Orion Capital Management LLC
Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.
Chaz F
CFP®, Series 63, Series 65
San Diego, CA
Orion Capital Management LLC
Chaz Fahrner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Orion Capital Management LLC since 2022. His prior roles include positions at The Gensler Group and LPL Financial, LLC. Outside of his advisory work, he is involved in a real estate rental business in San Diego. Orion Capital Management LLC provides discretionary portfolio management and financial planning primarily for individuals, high-net-worth clients, families, trusts, and retirement plans. The firm employs an active investment approach using fundamental analysis and a wide range of instruments, including derivatives strategies for accredited investors, and operates across seven offices with a four-advisor team.
Jefferson R
CFP®, Series 66
Coronado, CA
Orion Capital Management LLC
Jefferson Rotherham is a CFP® and Series 66 credentialed financial advisor at Orion Capital Management LLC with 10 years of industry experience. He has worked at Orion since 2019 and previously held roles at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, managing approximately $370 million for about 160 clients. The firm uses an active, fundamental-analysis approach and integrates automated analytics and AI-supported tools alongside human oversight in its planning and reporting processes.
Justin M
CFP®, Series 65
Coronado, CA
Orion Capital Management LLC
Justin Mayo is a CFP®-certified financial advisor with two years of industry experience, currently practicing at Orion Capital Management LLC. Prior to joining Orion, he served in the United States Navy for 25 years and is also involved as a real estate agent and founder of JPM Financial Planning. Orion Capital Management provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm uses an active, fundamental-analysis approach with a broad range of investment instruments and incorporates automated analytics and AI tools alongside human oversight.
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