A complete list of active advisors currently associated with Orion Capital Management LLC

Warmer can help you find a great advisor at Orion Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Orion Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.