Coronado, CA Office
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Orion Capital Management LLC
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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.
Based on Orion Capital Management LLC
Expertise
Based on Orion Capital Management LLC
Location
1330 Orange Avenue, Suite 303
Coronado CA 92118
Advisors at this office
3
Advisors at this office
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.
Jefferson R
CFP®, Series 66
Coronado, CA
Orion Capital Management LLC
Jefferson Rotherham is a CFP® and Series 66 license holder with 11 years of experience in the financial services industry. He has worked at Orion Capital Management LLC since 2019 and previously held positions at LPL Financial LLC and The Gensler Group. Orion Capital Management LLC provides customized portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other institutions. The firm employs an active, fundamental-analysis investment approach, integrates AI-supported tools with human oversight, and offers both ongoing advisory relationships and project-based planning engagements.
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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